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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.22 | 4.97 | 0.75 |
Shares | 84.03 | 84.03 | 0.00 |
Bonds | 10.94 | 10.94 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.35 | 0.35 | 0.00 |
Other | 0.43 | 0.43 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.66 | 17.04 |
Price to Book | 3.34 | 2.59 |
Price to Sales | 2.47 | 1.89 |
Price to Cash Flow | 11.90 | 10.67 |
Dividend Yield | 1.89 | 2.11 |
5 Years Earnings Growth | 10.93 | 10.78 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.19 | 22.24 |
Financial Services | 14.16 | 16.56 |
Industrials | 13.83 | 11.21 |
Healthcare | 13.76 | 11.73 |
Consumer Cyclical | 10.65 | 10.91 |
Communication Services | 8.15 | 7.18 |
Consumer Defensive | 6.75 | 6.09 |
Basic Materials | 3.33 | 3.84 |
Energy | 3.26 | 4.09 |
Utilities | 2.34 | 2.63 |
Real Estate | 1.59 | 3.53 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 8.10 | - | - | |
American Funds Fundamental Invs R6 | - | 7.73 | - | - | |
American Funds American Mutual R6 | - | 7.19 | - | - | |
American Funds Washington Mutual R6 | - | 6.98 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 6.98 | - | - | |
American Funds New Perspective R6 | - | 6.84 | - | - | |
American Funds AMCAP R6 | - | 6.83 | - | - | |
American Funds Growth Fund of Amer R6 | - | 6.83 | - | - | |
American Funds SMALLCAP World R6 | - | 6.78 | - | - | |
American Funds New World R6 | - | 6.06 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2035 Trgt Date RetR6 | 35.53B | 1.00 | 8.51 | 8.39 | ||
American Funds 2030 Trgt Date RetR6 | 34.73B | 1.56 | 7.47 | 7.39 | ||
American Funds 2040 Trgt Date RetR6 | 33.11B | 0.05 | 9.49 | 8.92 | ||
American Funds Bond Fund of Amer F2 | 30.97B | 3.29 | 1.82 | 1.95 | ||
American Funds 2045 Trgt Date RetR6 | 29.2B | -0.28 | 9.66 | 9.05 |
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