
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.23 | 5.00 | 0.77 |
Shares | 79.34 | 79.34 | 0.00 |
Bonds | 15.56 | 15.56 | 0.00 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.34 | 0.34 | 0.00 |
Other | 0.50 | 0.50 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.34 | 17.74 |
Price to Book | 3.46 | 2.61 |
Price to Sales | 2.47 | 1.89 |
Price to Cash Flow | 12.80 | 10.76 |
Dividend Yield | 1.93 | 2.19 |
5 Years Earnings Growth | 9.62 | 10.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.21 | 21.95 |
Financial Services | 14.05 | 16.44 |
Healthcare | 13.88 | 11.22 |
Industrials | 13.79 | 11.69 |
Consumer Cyclical | 10.56 | 10.86 |
Communication Services | 8.22 | 7.16 |
Consumer Defensive | 6.79 | 6.17 |
Energy | 3.31 | 3.97 |
Basic Materials | 3.23 | 3.88 |
Utilities | 2.38 | 2.71 |
Real Estate | 1.58 | 3.95 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 7.99 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 7.15 | - | - | |
American Funds Fundamental Invs R6 | - | 7.07 | - | - | |
American Funds Growth Fund of Amer R6 | - | 6.98 | - | - | |
American Funds AMCAP R6 | - | 6.98 | - | - | |
American Funds American Mutual R6 | - | 6.91 | - | - | |
American Funds New Perspective R6 | - | 6.66 | - | - | |
American Funds Washington Mutual R6 | - | 5.94 | - | - | |
American Funds SMALLCAP World R6 | - | 5.87 | - | - | |
American Funds US Government Sec R6 | - | 4.87 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2035 Trgt Date RetR6 | 36.82B | 9.87 | 11.95 | 9.28 | ||
American Funds 2030 Trgt Date RetR6 | 35.55B | 9.02 | 10.25 | 8.14 | ||
American Funds 2040 Trgt Date RetR6 | 34.74B | 11.04 | 13.81 | 10.02 | ||
American Funds Bond Fund of Amer F2 | 32.06B | 3.91 | 1.64 | 2.08 | ||
American Funds 2045 Trgt Date RetR6 | 30.64B | 11.42 | 14.31 | 10.22 |
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