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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.00 | 8.71 | 2.71 |
Shares | 32.32 | 32.32 | 0.00 |
Bonds | 61.05 | 61.05 | 0.00 |
Convertible | 0.07 | 0.07 | 0.00 |
Preferred | 0.21 | 0.21 | 0.00 |
Other | 0.34 | 0.34 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.50 | - |
Price to Book | 3.05 | - |
Price to Sales | 2.32 | - |
Price to Cash Flow | 12.02 | - |
Dividend Yield | 2.60 | - |
5 Years Earnings Growth | 9.74 | - |
Name | Net % | Category Average |
---|---|---|
Technology | 17.88 | - |
Financial Services | 16.40 | - |
Healthcare | 14.51 | - |
Industrials | 12.02 | - |
Consumer Defensive | 9.50 | - |
Consumer Cyclical | 7.23 | - |
Communication Services | 5.72 | - |
Energy | 5.47 | - |
Utilities | 5.04 | - |
Basic Materials | 3.37 | - |
Real Estate | 2.87 | - |
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 | 141.46B | -4.70 | 13.98 | 12.57 | ||
American Funds American Balanced A | 107.78B | -0.52 | 8.11 | 7.88 | ||
American Funds Invmt Co of Amer A | 88.74B | -3.01 | 14.74 | 11.18 | ||
American Funds Washington Mutual A | 84.93B | -0.80 | 11.20 | 11.14 | ||
American Funds Income Fund of Amer | 77.23B | 4.34 | 6.92 | 6.92 |
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