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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.77 | 5.59 | 0.82 |
Shares | 44.50 | 44.50 | 0.00 |
Bonds | 49.79 | 49.79 | 0.00 |
Convertible | 0.06 | 0.06 | 0.00 |
Preferred | 0.19 | 0.19 | 0.00 |
Other | 0.69 | 0.69 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.56 | 17.60 |
Price to Book | 3.14 | 2.49 |
Price to Sales | 2.41 | 1.82 |
Price to Cash Flow | 11.63 | 10.17 |
Dividend Yield | 2.46 | 2.23 |
5 Years Earnings Growth | 9.80 | 10.71 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.52 | 20.24 |
Financial Services | 16.18 | 15.83 |
Healthcare | 12.04 | 12.01 |
Industrials | 11.51 | 11.11 |
Consumer Defensive | 8.10 | 6.61 |
Consumer Cyclical | 8.02 | 10.83 |
Communication Services | 6.82 | 7.02 |
Energy | 5.18 | 4.34 |
Utilities | 4.80 | 3.18 |
Basic Materials | 3.19 | 4.10 |
Real Estate | 2.62 | 4.77 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Income Fund of Amer R6 | - | 12.11 | - | - | |
American Funds Bond Fund of Amer R6 | - | 8.14 | - | - | |
American Funds Inflation Linked Bd R6 | - | 8.09 | - | - | |
American Funds American Balanced R6 | - | 7.88 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 6.24 | - | - | |
American Funds Mortgage R6 | - | 6.09 | - | - | |
American Funds Capital Income Bldr R6 | - | 6.08 | - | - | |
American Funds American Mutual R6 | - | 5.99 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 4.86 | - | - | |
American Funds Washington Mutual R6 | - | 4.85 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2035 Trgt Date RetR6 | 33.49B | 0.32 | 5.71 | 8.50 | ||
American Funds 2030 Trgt Date RetR6 | 33.31B | 0.98 | 5.06 | 7.50 | ||
American Funds Bond Fund of Amer F2 | 30.72B | 2.83 | 0.44 | 1.89 | ||
American Funds 2040 Trgt Date RetR6 | 30.81B | -0.78 | 6.36 | 9.01 | ||
American Funds 2045 Trgt Date RetR6 | 26.88B | -1.08 | 6.44 | 9.16 |
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