
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.360 | 7.420 | 2.060 |
Shares | 45.860 | 45.860 | 0.000 |
Bonds | 47.880 | 47.880 | 0.000 |
Convertible | 0.060 | 0.060 | 0.000 |
Preferred | 0.240 | 0.240 | 0.000 |
Other | 0.600 | 0.600 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.951 | 17.985 |
Price to Book | 3.173 | 2.659 |
Price to Sales | 2.322 | 1.960 |
Price to Cash Flow | 12.215 | 11.081 |
Dividend Yield | 2.434 | 2.166 |
5 Years Earnings Growth | 9.094 | 10.426 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.170 | 22.133 |
Financial Services | 15.750 | 16.406 |
Healthcare | 13.820 | 10.870 |
Industrials | 12.730 | 11.380 |
Consumer Defensive | 8.780 | 6.069 |
Consumer Cyclical | 8.230 | 10.299 |
Communication Services | 6.880 | 7.391 |
Energy | 4.780 | 4.279 |
Utilities | 3.990 | 2.807 |
Basic Materials | 3.530 | 3.829 |
Real Estate | 2.350 | 4.538 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Income Fund of Amer R6 | - | 8.45 | - | - | |
American Funds American Balanced R6 | - | 8.05 | - | - | |
American Funds Bond Fund of Amer R6 | - | 7.91 | - | - | |
American Funds Inflation Linked Bd R6 | - | 7.89 | - | - | |
American Funds American Mutual R6 | - | 6.02 | - | - | |
American Funds Mortgage R6 | - | 5.92 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 5.92 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 5.91 | - | - | |
American Funds Capital Income Bldr R6 | - | 5.15 | - | - | |
American Funds Washington Mutual R6 | - | 5.02 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2035 Trgt Date RetR6 | 38.02B | 11.97 | 13.88 | 10.10 | ||
American Funds 2030 Trgt Date RetR6 | 36.3B | 11.05 | 12.08 | 8.91 | ||
American Funds 2040 Trgt Date RetR6 | 36.16B | 13.23 | 15.86 | 10.87 | ||
American Funds Bond Fund of Amer F2 | 32.91B | 5.31 | 3.01 | 2.26 | ||
American Funds 2045 Trgt Date RetR6 | 31.96B | 13.68 | 16.39 | 11.08 |
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