
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.780 | 7.540 | 2.760 |
Shares | 57.000 | 57.000 | 0.000 |
Bonds | 37.390 | 37.390 | 0.000 |
Convertible | 0.040 | 0.040 | 0.000 |
Preferred | 0.070 | 0.070 | 0.000 |
Other | 0.720 | 0.720 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.314 | 17.752 |
Price to Book | 3.340 | 2.666 |
Price to Sales | 2.318 | 1.928 |
Price to Cash Flow | 12.362 | 10.965 |
Dividend Yield | 2.130 | 2.126 |
5 Years Earnings Growth | 10.603 | 10.300 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.470 | 21.996 |
Healthcare | 14.040 | 11.223 |
Industrials | 13.580 | 11.556 |
Financial Services | 13.130 | 16.306 |
Consumer Cyclical | 9.220 | 10.672 |
Communication Services | 7.730 | 7.176 |
Consumer Defensive | 6.960 | 6.262 |
Energy | 3.980 | 4.078 |
Utilities | 3.490 | 2.859 |
Basic Materials | 3.470 | 3.829 |
Real Estate | 1.940 | 4.066 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 8.21 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 7.02 | - | - | |
American Funds American Mutual R6 | - | 7.00 | - | - | |
American Funds Bond Fund of Amer R6 | - | 6.92 | - | - | |
American Funds AMCAP R6 | - | 6.06 | - | - | |
American Funds Inflation Linked Bd R6 | - | 5.88 | - | - | |
American Funds Washington Mutual R6 | - | 5.15 | - | - | |
American Funds US Government Sec R6 | - | 4.90 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 4.90 | - | - | |
American Funds Mortgage R6 | - | 4.90 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2035 Trgt Date RetR6 | 36.53B | 9.30 | 13.75 | 9.35 | ||
American Funds 2030 Trgt Date RetR6 | 35.33B | 8.62 | 11.84 | 8.23 | ||
American Funds 2040 Trgt Date RetR6 | 34.39B | 10.26 | 15.77 | 10.08 | ||
American Funds Bond Fund of Amer F2 | 31.96B | 4.25 | 2.65 | 2.20 | ||
American Funds 2045 Trgt Date RetR6 | 30.32B | 10.61 | 16.32 | 10.28 |
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