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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.970 | 6.790 | 1.820 |
Shares | 56.050 | 56.050 | 0.000 |
Bonds | 38.090 | 38.090 | 0.000 |
Convertible | 0.050 | 0.050 | 0.000 |
Preferred | 0.250 | 0.250 | 0.000 |
Other | 0.600 | 0.600 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.764 | 18.106 |
Price to Book | 3.352 | 2.705 |
Price to Sales | 2.416 | 1.977 |
Price to Cash Flow | 12.702 | 11.160 |
Dividend Yield | 2.168 | 2.093 |
5 Years Earnings Growth | 9.336 | 10.448 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.770 | 22.293 |
Financial Services | 14.670 | 16.228 |
Healthcare | 14.070 | 11.028 |
Industrials | 13.480 | 11.596 |
Consumer Cyclical | 9.390 | 10.681 |
Communication Services | 7.700 | 7.273 |
Consumer Defensive | 7.610 | 6.093 |
Energy | 3.900 | 4.093 |
Basic Materials | 3.390 | 3.837 |
Utilities | 3.150 | 2.861 |
Real Estate | 1.870 | 4.041 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 8.26 | - | - | |
American Funds American Mutual R6 | - | 6.98 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 6.96 | - | - | |
American Funds Bond Fund of Amer R6 | - | 6.91 | - | - | |
American Funds Inflation Linked Bd R6 | - | 5.99 | - | - | |
American Funds AMCAP R6 | - | 5.79 | - | - | |
American Funds Washington Mutual R6 | - | 5.08 | - | - | |
American Funds Global Balanced R6 | - | 5.07 | - | - | |
American Funds Mortgage R6 | - | 4.95 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 4.91 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2035 Trgt Date RetR6 | 37.79B | 14.23 | 17.68 | 10.63 | ||
American Funds 2030 Trgt Date RetR6 | 36.07B | 13.07 | 15.56 | 9.38 | ||
American Funds 2040 Trgt Date RetR6 | 35.84B | 16.05 | 20.04 | 11.46 | ||
American Funds Bond Fund of Amer F2 | 33.19B | 6.24 | 4.91 | 2.29 | ||
American Funds 2045 Trgt Date RetR6 | 31.69B | 16.70 | 20.71 | 11.71 |
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