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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.85 | 19.31 | 13.46 |
Shares | 11.44 | 11.44 | 0.00 |
Bonds | 82.54 | 82.54 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.17 | 0.17 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.02 | 18.93 |
Price to Book | 3.23 | 2.93 |
Price to Sales | 2.22 | 2.22 |
Price to Cash Flow | 12.25 | 12.09 |
Dividend Yield | 2.49 | 2.15 |
5 Years Earnings Growth | 8.87 | 10.74 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 18.40 | 11.77 |
Technology | 15.99 | 21.65 |
Industrials | 15.07 | 10.46 |
Financial Services | 13.19 | 15.09 |
Consumer Defensive | 9.38 | 7.38 |
Energy | 6.91 | 5.90 |
Consumer Cyclical | 5.57 | 9.19 |
Utilities | 4.60 | 3.43 |
Communication Services | 4.31 | 7.83 |
Basic Materials | 3.57 | 3.19 |
Real Estate | 3.01 | 6.30 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds ST Bd Fd of Amer R6 | - | 45.05 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 26.04 | - | - | |
American Funds Mortgage R6 | - | 10.00 | - | - | |
American Funds American Mutual R6 | - | 8.97 | - | - | |
American Funds Strategic Bond R-6 | - | 4.99 | - | - | |
American Funds American Balanced R6 | - | 4.98 | - | - | |
American Funds Multi-Sector Income R-6 | - | 0.00 | - | - | |
American Funds Bond Fund of Amer R6 | - | 0.00 | - | - | |
American Funds Capital Income Bldr R6 | - | 0.00 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 0.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 168.76B | 12.58 | 21.42 | 14.22 | ||
American Funds American Balanced A | 118.98B | 9.08 | 11.61 | 8.84 | ||
American Funds Invmt Co of Amer A | 104.2B | 13.02 | 21.44 | 12.90 | ||
American Funds Washington Mutual A | 94.26B | 10.04 | 15.43 | 12.34 | ||
American Funds Fundamental Invs A | 83.04B | 13.72 | 19.83 | 12.93 |
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