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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.08 | 5.32 | 1.24 |
Shares | 87.38 | 87.38 | 0.00 |
Bonds | 8.07 | 8.07 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.16 | 0.16 | 0.00 |
Other | 0.30 | 0.30 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.09 | 17.92 |
Price to Book | 3.48 | 2.70 |
Price to Sales | 2.30 | 1.91 |
Price to Cash Flow | 13.52 | 11.44 |
Dividend Yield | 1.72 | 2.02 |
5 Years Earnings Growth | 12.71 | 11.87 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.85 | 23.14 |
Industrials | 14.77 | 11.48 |
Healthcare | 14.58 | 12.53 |
Financial Services | 11.77 | 14.94 |
Consumer Cyclical | 10.81 | 10.80 |
Communication Services | 7.65 | 6.86 |
Consumer Defensive | 5.87 | 5.90 |
Basic Materials | 3.99 | 4.20 |
Energy | 3.73 | 4.40 |
Utilities | 1.86 | 2.39 |
Real Estate | 1.12 | 3.35 |
Number of long holdings: 17
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds SMALLCAP World R6 | - | 9.05 | - | - | |
American Funds New Perspective R6 | - | 9.02 | - | - | |
American Funds Fundamental Invs R6 | - | 9.00 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 8.25 | - | - | |
American Funds Washington Mutual R6 | - | 7.99 | - | - | |
American Funds Growth Fund of Amer R6 | - | 7.08 | - | - | |
American Funds AMCAP R6 | - | 7.07 | - | - | |
American Funds New World R6 | - | 6.99 | - | - | |
American Funds Invmt Co of Amer R6 | - | 6.12 | - | - | |
American Funds American Balanced R6 | - | 6.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 35.52B | 10.67 | 3.45 | 7.61 | ||
American Funds 2035 Trgt Date RetR6 | 34.93B | 12.12 | 3.98 | 8.65 | ||
American Funds 2040 Trgt Date RetR6 | 32.51B | 13.56 | 4.61 | 9.22 | ||
American Funds Bond Fund of Amer F2 | 31.49B | 3.22 | -1.90 | 2.03 | ||
American Funds 2045 Trgt Date RetR6 | 27.53B | 13.95 | 4.67 | 9.40 |
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