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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 | 17.89 |
Price to Book | 3.51 | 2.62 |
Price to Sales | 2.51 | 1.90 |
Price to Cash Flow | 12.96 | 10.77 |
Dividend Yield | 1.85 | 2.22 |
5 Years Earnings Growth | 9.70 | 10.27 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.52 | 22.68 |
Industrials | 14.00 | 11.50 |
Healthcare | 13.89 | 11.26 |
Financial Services | 13.88 | 16.55 |
Consumer Cyclical | 11.00 | 10.93 |
Communication Services | 8.20 | 7.23 |
Consumer Defensive | 6.54 | 6.02 |
Basic Materials | 3.31 | 3.81 |
Energy | 3.05 | 3.91 |
Utilities | 2.12 | 2.54 |
Real Estate | 1.48 | 3.58 |
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 | 36.53B | 9.30 | 13.75 | 9.35 | ||
American Funds 2030 Trgt Date RetR6 | 35.33B | 8.62 | 11.84 | 8.23 | ||
American Funds 2040 Trgt Date RetR6 | 34.39B | 10.26 | 15.77 | 10.08 | ||
American Funds Bond Fund of Amer F2 | 31.96B | 4.25 | 2.65 | 2.20 | ||
American Funds 2045 Trgt Date RetR6 | 30.32B | 10.61 | 16.32 | 10.28 |
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