
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 9.04 | 12.54 | 3.50 |
Shares | 17.39 | 17.39 | 0.00 |
Bonds | 73.23 | 73.23 | 0.00 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.10 | 0.10 | 0.00 |
Other | 0.21 | 0.21 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.14 | - |
Price to Book | 3.27 | - |
Price to Sales | 2.36 | - |
Price to Cash Flow | 12.64 | - |
Dividend Yield | 2.47 | - |
5 Years Earnings Growth | 8.73 | - |
Name | Net % | Category Average |
---|---|---|
Technology | 19.32 | - |
Financial Services | 15.22 | - |
Healthcare | 15.19 | - |
Industrials | 12.80 | - |
Consumer Defensive | 9.13 | - |
Consumer Cyclical | 6.70 | - |
Communication Services | 5.45 | - |
Utilities | 5.35 | - |
Energy | 5.07 | - |
Basic Materials | 3.14 | - |
Real Estate | 2.63 | - |
Number of long holdings: 13
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Interm Bd Fd of Amer R6 | - | 28.43 | - | - | |
American Funds ST Bd Fd of Amer R6 | - | 19.93 | - | - | |
American Funds Mortgage R6 | - | 12.50 | - | - | |
American Funds American Mutual R6 | - | 9.56 | - | - | |
American Funds Strategic Bond R-6 | - | 7.49 | - | - | |
American Funds American Balanced R6 | - | 6.07 | - | - | |
American Funds Bond Fund of Amer R6 | - | 5.50 | - | - | |
American Funds American High-Inc R6 | - | 2.51 | - | - | |
American Funds Income Fund of Amer R6 | - | 2.51 | - | - | |
American Funds Multi-Sector Income R-6 | - | 2.50 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 165.15B | 12.58 | 21.42 | 14.22 | ||
American Funds American Balanced A | 117.33B | 9.08 | 11.61 | 8.84 | ||
American Funds Invmt Co of Amer A | 102.02B | 13.02 | 21.44 | 12.90 | ||
American Funds Washington Mutual A | 92.56B | 10.04 | 15.43 | 12.34 | ||
American Funds Fundamental Invs A | 81.94B | 13.72 | 19.83 | 12.93 |
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