
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.920 | 7.030 | 2.110 |
Shares | 45.010 | 45.010 | 0.000 |
Bonds | 49.160 | 49.160 | 0.000 |
Convertible | 0.070 | 0.070 | 0.000 |
Preferred | 0.230 | 0.230 | 0.000 |
Other | 0.610 | 0.610 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.651 | 17.118 |
Price to Book | 3.086 | 2.559 |
Price to Sales | 2.348 | 1.880 |
Price to Cash Flow | 11.741 | 10.692 |
Dividend Yield | 2.442 | 2.223 |
5 Years Earnings Growth | 10.070 | 10.563 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.090 | 21.287 |
Financial Services | 15.810 | 16.479 |
Healthcare | 13.810 | 11.561 |
Industrials | 12.740 | 11.185 |
Consumer Defensive | 8.800 | 6.251 |
Consumer Cyclical | 8.180 | 10.361 |
Communication Services | 6.880 | 7.082 |
Energy | 4.800 | 4.395 |
Utilities | 4.010 | 2.880 |
Basic Materials | 3.530 | 3.896 |
Real Estate | 2.360 | 4.625 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Income Fund of Amer R6 | - | 8.29 | - | - | |
American Funds Inflation Linked Bd R6 | - | 8.09 | - | - | |
American Funds Bond Fund of Amer R6 | - | 8.09 | - | - | |
American Funds American Balanced R6 | - | 7.91 | - | - | |
American Funds Mortgage R6 | - | 6.09 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 6.08 | - | - | |
American Funds American Mutual R6 | - | 5.97 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 5.77 | - | - | |
American Funds Capital Income Bldr R6 | - | 5.15 | - | - | |
American Funds US Government Sec R6 | - | 5.09 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2035 Trgt Date RetR6 | 36.52B | 5.04 | 9.68 | 8.72 | ||
American Funds 2030 Trgt Date RetR6 | 35.41B | 4.86 | 8.30 | 7.66 | ||
American Funds 2040 Trgt Date RetR6 | 34.35B | 5.25 | 11.10 | 9.37 | ||
American Funds Bond Fund of Amer F2 | 31.47B | 2.50 | 1.40 | 1.91 | ||
American Funds 2045 Trgt Date RetR6 | 30.35B | 5.33 | 11.46 | 9.55 |
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