
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.51 | 8.63 | 2.12 |
Shares | 38.27 | 38.27 | 0.00 |
Bonds | 54.33 | 54.33 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.29 | 0.29 | 0.00 |
Other | 0.56 | 0.56 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.81 | 16.95 |
Price to Book | 2.89 | 2.51 |
Price to Sales | 2.16 | 1.83 |
Price to Cash Flow | 11.38 | 10.17 |
Dividend Yield | 2.81 | 2.27 |
5 Years Earnings Growth | 8.89 | 10.80 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.26 | 17.16 |
Technology | 15.88 | 20.32 |
Healthcare | 13.58 | 11.12 |
Industrials | 11.22 | 11.39 |
Consumer Defensive | 10.24 | 6.49 |
Consumer Cyclical | 7.59 | 10.13 |
Communication Services | 6.26 | 6.57 |
Energy | 6.23 | 5.55 |
Utilities | 4.84 | 2.96 |
Basic Materials | 3.59 | 4.68 |
Real Estate | 3.31 | 3.63 |
Number of long holdings: 16
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Income Fund of Amer R6 | - | 18.09 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 11.21 | - | - | |
American Funds Bond Fund of Amer R6 | - | 10.12 | - | - | |
American Funds ST Bd Fd of Amer R6 | - | 8.29 | - | - | |
American Funds Mortgage R6 | - | 7.21 | - | - | |
American Funds American Balanced R6 | - | 7.00 | - | - | |
American Funds Capital Income Bldr R6 | - | 7.00 | - | - | |
American Funds Inflation Linked Bd R6 | - | 6.88 | - | - | |
American Funds American Mutual R6 | - | 4.91 | - | - | |
American Funds Strategic Bond R-6 | - | 4.09 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2035 Trgt Date RetR6 | 37.31B | 9.87 | 11.95 | 9.28 | ||
American Funds 2030 Trgt Date RetR6 | 35.79B | 9.02 | 10.25 | 8.14 | ||
American Funds 2040 Trgt Date RetR6 | 35.23B | 11.04 | 13.81 | 10.02 | ||
American Funds Bond Fund of Amer F2 | 32.15B | 3.91 | 1.64 | 2.08 | ||
American Funds 2045 Trgt Date RetR6 | 31.16B | 11.42 | 14.31 | 10.22 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review