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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.340 | 5.290 | 0.950 |
Shares | 85.070 | 85.070 | 0.000 |
Bonds | 10.050 | 10.050 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.130 | 0.130 | 0.000 |
Other | 0.400 | 0.400 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.902 | 17.208 |
Price to Book | 3.474 | 2.609 |
Price to Sales | 2.382 | 1.899 |
Price to Cash Flow | 12.366 | 10.775 |
Dividend Yield | 1.850 | 2.114 |
5 Years Earnings Growth | 11.181 | 10.548 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.450 | 22.244 |
Healthcare | 14.060 | 11.703 |
Industrials | 13.810 | 11.254 |
Financial Services | 12.780 | 16.574 |
Consumer Cyclical | 10.420 | 10.902 |
Communication Services | 8.100 | 7.171 |
Consumer Defensive | 6.130 | 6.139 |
Basic Materials | 3.550 | 3.830 |
Energy | 3.400 | 4.028 |
Utilities | 2.670 | 2.633 |
Real Estate | 1.630 | 3.523 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 8.03 | - | - | |
American Funds Fundamental Invs R6 | - | 7.99 | - | - | |
American Funds AMCAP R6 | - | 7.04 | - | - | |
American Funds Growth Fund of Amer R6 | - | 7.02 | - | - | |
American Funds New Perspective R6 | - | 7.02 | - | - | |
American Funds Washington Mutual R6 | - | 7.01 | - | - | |
American Funds American Mutual R6 | - | 7.00 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 6.99 | - | - | |
American Funds SMALLCAP World R6 | - | 6.96 | - | - | |
American Funds New World R6 | - | 5.94 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2035 Trgt Date RetR6 | 36.52B | 5.04 | 9.68 | 8.72 | ||
American Funds 2030 Trgt Date RetR6 | 35.41B | 4.86 | 8.30 | 7.66 | ||
American Funds 2040 Trgt Date RetR6 | 34.35B | 5.25 | 11.10 | 9.37 | ||
American Funds Bond Fund of Amer F2 | 31.47B | 2.50 | 1.40 | 1.91 | ||
American Funds 2045 Trgt Date RetR6 | 30.35B | 5.33 | 11.46 | 9.55 |
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