
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.19 | 4.87 | 0.68 |
Shares | 85.86 | 85.86 | 0.00 |
Bonds | 9.21 | 9.21 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.35 | 0.35 | 0.00 |
Other | 0.37 | 0.37 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.57 | 18.23 |
Price to Book | 3.51 | 2.65 |
Price to Sales | 2.51 | 1.94 |
Price to Cash Flow | 12.96 | 10.96 |
Dividend Yield | 1.85 | 2.18 |
5 Years Earnings Growth | 9.70 | 10.40 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.52 | 23.14 |
Industrials | 14.00 | 11.56 |
Healthcare | 13.89 | 10.98 |
Financial Services | 13.88 | 16.45 |
Consumer Cyclical | 11.00 | 10.90 |
Communication Services | 8.20 | 7.35 |
Consumer Defensive | 6.54 | 5.84 |
Basic Materials | 3.31 | 3.80 |
Energy | 3.05 | 3.91 |
Utilities | 2.12 | 2.52 |
Real Estate | 1.48 | 3.55 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds New Perspective R6 | - | 8.80 | - | - | |
American Funds Fundamental Invs R6 | - | 8.14 | - | - | |
American Funds SMALLCAP World R6 | - | 7.93 | - | - | |
American Funds Washington Mutual R6 | - | 7.85 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 7.12 | - | - | |
American Funds Growth Fund of Amer R6 | - | 7.04 | - | - | |
American Funds AMCAP R6 | - | 7.04 | - | - | |
American Funds American Balanced R6 | - | 7.03 | - | - | |
American Funds American Mutual R6 | - | 6.88 | - | - | |
American Funds New World R6 | - | 6.02 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2035 Trgt Date RetR6 | 38.02B | 11.97 | 13.88 | 10.10 | ||
American Funds 2030 Trgt Date RetR6 | 36.3B | 11.05 | 12.08 | 8.91 | ||
American Funds 2040 Trgt Date RetR6 | 36.16B | 13.23 | 15.86 | 10.87 | ||
American Funds Bond Fund of Amer F2 | 32.91B | 5.31 | 3.01 | 2.26 | ||
American Funds 2045 Trgt Date RetR6 | 31.96B | 13.68 | 16.39 | 11.08 |
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