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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.51 | 12.04 | 7.53 |
Shares | 40.58 | 40.58 | 0.00 |
Bonds | 54.39 | 54.39 | 0.00 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.46 | 0.46 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.70 | 16.40 |
Price to Book | 2.82 | 2.40 |
Price to Sales | 1.80 | 1.72 |
Price to Cash Flow | 10.75 | 9.84 |
Dividend Yield | 2.87 | 2.29 |
5 Years Earnings Growth | 9.01 | 11.36 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.28 | 19.60 |
Healthcare | 15.72 | 11.86 |
Financial Services | 13.46 | 15.64 |
Industrials | 11.98 | 11.14 |
Consumer Defensive | 10.21 | 6.66 |
Energy | 7.53 | 5.48 |
Consumer Cyclical | 7.04 | 10.56 |
Communication Services | 5.77 | 6.04 |
Utilities | 4.33 | 2.82 |
Basic Materials | 4.14 | 4.72 |
Real Estate | 3.52 | 5.48 |
Number of long holdings: 21
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Income Fund of Amer R6 | - | 12.79 | - | - | |
American Funds Bond Fund of Amer R6 | - | 8.79 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 8.34 | - | - | |
American Funds Inflation Linked Bd R6 | - | 7.94 | - | - | |
American Funds American Balanced R6 | - | 7.21 | - | - | |
American Funds Capital Income Bldr R6 | - | 6.02 | - | - | |
American Funds Mortgage R6 | - | 6.00 | - | - | |
American Funds American Mutual R6 | - | 5.99 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 5.00 | - | - | |
American Funds Washington Mutual R6 | - | 4.20 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 33.22B | 4.50 | 2.57 | 7.27 | ||
American Funds 2035 Trgt Date RetR6 | 32.27B | 5.72 | 3.25 | 8.29 | ||
American Funds 2040 Trgt Date RetR6 | 29.92B | 6.89 | 3.93 | 8.85 | ||
American Funds Bond Fund of Amer F2 | 27.45B | -1.67 | -2.95 | 1.62 | ||
American Funds Bond Fund of Amer A | 25.29B | -1.78 | -3.20 | 1.37 |
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