
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.97 | 6.79 | 1.82 |
Shares | 56.05 | 56.05 | 0.00 |
Bonds | 38.09 | 38.09 | 0.00 |
Convertible | 0.05 | 0.05 | 0.00 |
Preferred | 0.25 | 0.25 | 0.00 |
Other | 0.60 | 0.60 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.76 | 17.75 |
Price to Book | 3.35 | 2.67 |
Price to Sales | 2.42 | 1.93 |
Price to Cash Flow | 12.70 | 10.97 |
Dividend Yield | 2.17 | 2.13 |
5 Years Earnings Growth | 9.34 | 10.30 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.77 | 22.00 |
Financial Services | 14.67 | 16.31 |
Healthcare | 14.07 | 11.22 |
Industrials | 13.48 | 11.56 |
Consumer Cyclical | 9.39 | 10.67 |
Communication Services | 7.70 | 7.18 |
Consumer Defensive | 7.61 | 6.26 |
Energy | 3.90 | 4.08 |
Basic Materials | 3.39 | 3.83 |
Utilities | 3.15 | 2.86 |
Real Estate | 1.87 | 4.07 |
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 | 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