Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.97 | 6.99 | 1.02 |
Shares | 84.21 | 84.21 | 0.00 |
Bonds | 9.02 | 9.02 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.14 | 0.14 | 0.00 |
Other | 0.65 | 0.65 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.37 | 17.51 |
Price to Book | 3.58 | 2.54 |
Price to Sales | 2.40 | 1.77 |
Price to Cash Flow | 13.73 | 10.70 |
Dividend Yield | 1.66 | 2.23 |
5 Years Earnings Growth | 12.47 | 11.42 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.94 | 22.28 |
Healthcare | 14.77 | 12.50 |
Industrials | 14.43 | 11.67 |
Financial Services | 11.79 | 14.96 |
Consumer Cyclical | 10.55 | 10.92 |
Communication Services | 7.49 | 6.60 |
Consumer Defensive | 6.14 | 6.11 |
Energy | 3.77 | 4.65 |
Basic Materials | 3.76 | 4.20 |
Utilities | 2.07 | 2.39 |
Real Estate | 1.28 | 3.73 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds New Perspective R6 | - | 8.93 | - | - | |
American Funds Fundamental Invs R6 | - | 8.23 | - | - | |
American Funds SMALLCAP World R6 | - | 8.15 | - | - | |
American Funds Washington Mutual R6 | - | 8.00 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 7.81 | - | - | |
American Funds Growth Fund of Amer R6 | - | 7.14 | - | - | |
American Funds AMCAP R6 | - | 7.01 | - | - | |
American Funds American Mutual R6 | - | 6.87 | - | - | |
American Funds American Balanced R6 | - | 6.85 | - | - | |
American Funds Invmt Co of Amer R6 | - | 5.17 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 33.26B | 4.50 | 2.57 | 7.27 | ||
American Funds 2035 Trgt Date RetR6 | 32.45B | 5.72 | 3.25 | 8.29 | ||
American Funds 2040 Trgt Date RetR6 | 30.13B | 6.89 | 3.93 | 8.85 | ||
American Funds Bond Fund of Amer F2 | 27.31B | -1.67 | -2.95 | 1.62 | ||
American Funds Bond Fund of Amer A | 25.13B | -1.78 | -3.20 | 1.37 |
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