
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.84 | 4.40 | 0.56 |
Shares | 65.31 | 65.31 | 0.00 |
Bonds | 29.97 | 29.97 | 0.00 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.20 | 0.20 | 0.00 |
Other | 0.64 | 0.64 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.63 | 17.34 |
Price to Book | 3.40 | 2.63 |
Price to Sales | 2.50 | 1.92 |
Price to Cash Flow | 11.97 | 10.90 |
Dividend Yield | 1.97 | 2.09 |
5 Years Earnings Growth | 10.54 | 11.00 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.42 | 22.23 |
Financial Services | 13.66 | 16.35 |
Industrials | 13.15 | 11.17 |
Healthcare | 12.43 | 11.59 |
Consumer Cyclical | 10.10 | 10.85 |
Communication Services | 8.36 | 7.27 |
Consumer Defensive | 6.27 | 5.96 |
Energy | 3.64 | 4.13 |
Utilities | 3.26 | 2.73 |
Basic Materials | 3.00 | 3.83 |
Real Estate | 1.70 | 3.88 |
Number of long holdings: 25
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 7.95 | - | - | |
American Funds American Mutual R6 | - | 7.05 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 6.86 | - | - | |
American Funds AMCAP R6 | - | 5.77 | - | - | |
American Funds Fundamental Invs R6 | - | 5.74 | - | - | |
American Funds Growth Fund of Amer R6 | - | 5.67 | - | - | |
American Funds Inflation Linked Bd R6 | - | 5.23 | - | - | |
American Funds Mortgage R6 | - | 5.18 | - | - | |
American Funds US Government Sec R6 | - | 5.18 | - | - | |
American Funds Washington Mutual R6 | - | 5.05 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 34.31B | 0.98 | 5.06 | 7.50 | ||
American Funds Bond Fund of Amer F2 | 30.91B | 2.83 | 0.44 | 1.89 | ||
American Funds 2040 Trgt Date RetR6 | 32.2B | -0.78 | 6.36 | 9.01 | ||
American Funds 2045 Trgt Date RetR6 | 28.19B | -1.08 | 6.44 | 9.16 | ||
American Funds Bond Fund of Amer A | 26.34B | 2.76 | 0.18 | 1.64 |
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