
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.300 | 5.220 | 0.920 |
Shares | 86.080 | 86.080 | 0.000 |
Bonds | 9.140 | 9.140 | 0.000 |
Preferred | 0.140 | 0.140 | 0.000 |
Other | 0.340 | 0.340 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.075 | 17.275 |
Price to Book | 3.510 | 2.564 |
Price to Sales | 2.400 | 1.870 |
Price to Cash Flow | 12.511 | 10.535 |
Dividend Yield | 1.790 | 2.225 |
5 Years Earnings Growth | 11.301 | 10.816 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.680 | 22.475 |
Healthcare | 14.170 | 11.595 |
Industrials | 13.990 | 11.181 |
Financial Services | 12.620 | 16.468 |
Consumer Cyclical | 10.650 | 11.012 |
Communication Services | 8.190 | 7.160 |
Consumer Defensive | 5.930 | 5.927 |
Basic Materials | 3.560 | 3.848 |
Energy | 3.220 | 4.095 |
Utilities | 2.460 | 2.583 |
Real Estate | 1.530 | 3.656 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds New Perspective R6 | - | 9.01 | - | - | |
American Funds Washington Mutual R6 | - | 8.03 | - | - | |
American Funds Fundamental Invs R6 | - | 7.99 | - | - | |
American Funds SMALLCAP World R6 | - | 7.98 | - | - | |
American Funds AMCAP R6 | - | 7.04 | - | - | |
American Funds American Balanced R6 | - | 7.02 | - | - | |
American Funds Growth Fund of Amer R6 | - | 7.02 | - | - | |
American Funds American Mutual R6 | - | 6.99 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 6.99 | - | - | |
American Funds New World R6 | - | 5.94 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2035 Trgt Date RetR6 | 34.47B | 1.00 | 8.51 | 8.39 | ||
American Funds 2030 Trgt Date RetR6 | 33.95B | 1.56 | 7.47 | 7.39 | ||
American Funds 2040 Trgt Date RetR6 | 31.91B | 0.05 | 9.49 | 8.92 | ||
American Funds Bond Fund of Amer F2 | 30.85B | 3.29 | 1.82 | 1.95 | ||
American Funds 2045 Trgt Date RetR6 | 28.04B | -0.28 | 9.66 | 9.05 |
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