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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.18 | 4.92 | 0.74 |
Shares | 55.92 | 55.92 | 0.00 |
Bonds | 39.01 | 39.01 | 0.00 |
Convertible | 0.05 | 0.05 | 0.00 |
Preferred | 0.16 | 0.16 | 0.00 |
Other | 0.67 | 0.67 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.48 | 17.26 |
Price to Book | 3.37 | 2.63 |
Price to Sales | 2.51 | 1.91 |
Price to Cash Flow | 11.97 | 10.87 |
Dividend Yield | 2.07 | 2.12 |
5 Years Earnings Growth | 10.38 | 11.00 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.08 | 22.01 |
Financial Services | 14.02 | 16.04 |
Industrials | 12.90 | 11.24 |
Healthcare | 12.50 | 11.58 |
Consumer Cyclical | 9.65 | 10.82 |
Communication Services | 8.13 | 7.06 |
Consumer Defensive | 6.51 | 6.10 |
Energy | 3.86 | 4.20 |
Utilities | 3.49 | 2.88 |
Basic Materials | 3.05 | 3.88 |
Real Estate | 1.81 | 4.21 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 8.02 | - | - | |
American Funds Bond Fund of Amer R6 | - | 7.15 | - | - | |
American Funds American Mutual R6 | - | 6.96 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 6.86 | - | - | |
American Funds Inflation Linked Bd R6 | - | 6.24 | - | - | |
American Funds AMCAP R6 | - | 5.56 | - | - | |
American Funds Mortgage R6 | - | 5.15 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 5.13 | - | - | |
American Funds US Government Sec R6 | - | 5.10 | - | - | |
American Funds Washington Mutual R6 | - | 4.99 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2035 Trgt Date RetR6 | 34.1B | 0.32 | 5.71 | 8.50 | ||
American Funds 2030 Trgt Date RetR6 | 33.86B | 0.98 | 5.06 | 7.50 | ||
American Funds Bond Fund of Amer F2 | 30.95B | 2.83 | 0.44 | 1.89 | ||
American Funds 2040 Trgt Date RetR6 | 31.45B | -0.78 | 6.36 | 9.01 | ||
American Funds 2045 Trgt Date RetR6 | 27.47B | -1.08 | 6.44 | 9.16 |
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