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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.11 | 7.97 | 1.86 |
Shares | 39.57 | 39.57 | 0.00 |
Bonds | 53.41 | 53.41 | 0.00 |
Convertible | 0.07 | 0.07 | 0.00 |
Preferred | 0.27 | 0.27 | 0.00 |
Other | 0.57 | 0.57 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.17 | 16.98 |
Price to Book | 2.98 | 2.49 |
Price to Sales | 2.20 | 1.85 |
Price to Cash Flow | 11.68 | 10.18 |
Dividend Yield | 2.68 | 2.23 |
5 Years Earnings Growth | 8.94 | 10.84 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.10 | 20.26 |
Financial Services | 16.60 | 16.40 |
Healthcare | 13.80 | 11.14 |
Industrials | 11.76 | 11.19 |
Consumer Defensive | 9.70 | 6.47 |
Consumer Cyclical | 7.75 | 10.41 |
Communication Services | 6.38 | 6.51 |
Energy | 5.69 | 4.89 |
Utilities | 4.62 | 2.91 |
Basic Materials | 3.66 | 4.37 |
Real Estate | 2.92 | 5.45 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Income Fund of Amer R6 | - | 13.50 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 9.18 | - | - | |
American Funds Bond Fund of Amer R6 | - | 9.10 | - | - | |
American Funds Inflation Linked Bd R6 | - | 7.88 | - | - | |
American Funds American Balanced R6 | - | 7.00 | - | - | |
American Funds Capital Income Bldr R6 | - | 6.10 | - | - | |
American Funds Mortgage R6 | - | 6.09 | - | - | |
American Funds American Mutual R6 | - | 5.90 | - | - | |
American Funds ST Bd Fd of Amer R6 | - | 5.23 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 4.80 | - | - |
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 |
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