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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.450 | 8.830 | 3.380 |
Shares | 39.140 | 39.140 | 0.000 |
Bonds | 54.620 | 54.620 | 0.000 |
Convertible | 0.040 | 0.040 | 0.000 |
Preferred | 0.060 | 0.060 | 0.000 |
Other | 0.700 | 0.700 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.440 | 16.946 |
Price to Book | 2.855 | 2.515 |
Price to Sales | 2.046 | 1.827 |
Price to Cash Flow | 11.141 | 10.165 |
Dividend Yield | 2.866 | 2.267 |
5 Years Earnings Growth | 9.351 | 10.795 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.700 | 20.317 |
Financial Services | 16.310 | 17.158 |
Healthcare | 12.840 | 11.123 |
Industrials | 11.450 | 11.395 |
Consumer Defensive | 9.470 | 6.489 |
Consumer Cyclical | 7.440 | 10.131 |
Energy | 6.130 | 5.550 |
Communication Services | 6.030 | 6.568 |
Utilities | 5.590 | 2.957 |
Real Estate | 3.560 | 3.631 |
Basic Materials | 3.480 | 4.681 |
Number of long holdings: 18
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Income Fund of Amer R6 | - | 17.97 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 11.03 | - | - | |
American Funds Bond Fund of Amer R6 | - | 10.03 | - | - | |
American Funds ST Bd Fd of Amer R6 | - | 8.03 | - | - | |
American Funds Inflation Linked Bd R6 | - | 7.03 | - | - | |
American Funds Mortgage R6 | - | 7.03 | - | - | |
American Funds Capital Income Bldr R6 | - | 7.02 | - | - | |
American Funds American Balanced R6 | - | 6.97 | - | - | |
American Funds American Mutual R6 | - | 4.92 | - | - | |
American Funds Strategic Bond R-6 | - | 4.02 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2035 Trgt Date RetR6 | 37.43B | 9.87 | 11.95 | 9.28 | ||
American Funds 2030 Trgt Date RetR6 | 35.89B | 9.02 | 10.25 | 8.14 | ||
American Funds 2040 Trgt Date RetR6 | 35.37B | 11.04 | 13.81 | 10.02 | ||
American Funds Bond Fund of Amer F2 | 32.2B | 3.91 | 1.64 | 2.08 | ||
American Funds 2045 Trgt Date RetR6 | 31.29B | 11.42 | 14.31 | 10.22 |
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