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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.48 | 6.68 | 1.20 |
Shares | 32.88 | 32.88 | 0.00 |
Bonds | 61.08 | 61.08 | 0.00 |
Convertible | 0.07 | 0.07 | 0.00 |
Preferred | 0.16 | 0.16 | 0.00 |
Other | 0.33 | 0.33 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.67 | 17.26 |
Price to Book | 3.16 | 2.65 |
Price to Sales | 2.44 | 1.92 |
Price to Cash Flow | 11.96 | 11.21 |
Dividend Yield | 2.49 | 2.44 |
5 Years Earnings Growth | 9.68 | 10.15 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.51 | 19.91 |
Financial Services | 16.67 | 16.27 |
Healthcare | 12.68 | 11.65 |
Industrials | 11.46 | 10.72 |
Consumer Defensive | 8.09 | 6.90 |
Consumer Cyclical | 7.14 | 9.17 |
Communication Services | 5.86 | 6.71 |
Utilities | 5.42 | 3.80 |
Energy | 5.32 | 5.59 |
Basic Materials | 3.03 | 3.73 |
Real Estate | 2.82 | 6.26 |
Number of long holdings: 15
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Bond Fund of Amer R6 | - | 12.80 | - | - | |
American Funds Mortgage R6 | - | 11.99 | - | - | |
American Funds Strategic Bond R-6 | - | 9.95 | - | - | |
American Funds American Mutual R6 | - | 9.79 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 9.59 | - | - | |
American Funds Income Fund of Amer R6 | - | 7.60 | - | - | |
American Funds American Balanced R6 | - | 6.70 | - | - | |
American Funds American High-Inc R6 | - | 6.14 | - | - | |
American Funds Multi-Sector Income R-6 | - | 6.13 | - | - | |
American Funds Washington Mutual R6 | - | 5.02 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 143.21B | -6.42 | 8.56 | 12.54 | ||
American Funds American Balanced A | 108.32B | -0.23 | 6.19 | 8.03 | ||
American Funds Invmt Co of Amer A | 90.13B | -2.99 | 11.35 | 11.42 | ||
American Funds Washington Mutual A | 85.51B | 0.30 | 9.32 | 11.37 | ||
American Funds Income Fund of Amer | 77.51B | 4.67 | 5.78 | 7.11 |
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