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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.98 | 6.84 | 1.86 |
Shares | 46.68 | 46.68 | 0.00 |
Bonds | 47.60 | 47.60 | 0.00 |
Convertible | 0.08 | 0.08 | 0.00 |
Preferred | 0.24 | 0.24 | 0.00 |
Other | 0.41 | 0.41 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.84 | - |
Price to Book | 3.14 | - |
Price to Sales | 2.37 | - |
Price to Cash Flow | 12.06 | - |
Dividend Yield | 2.41 | - |
5 Years Earnings Growth | 10.12 | - |
Name | Net % | Category Average |
---|---|---|
Technology | 19.37 | - |
Financial Services | 15.63 | - |
Healthcare | 14.32 | - |
Industrials | 12.68 | - |
Consumer Defensive | 8.80 | - |
Consumer Cyclical | 8.06 | - |
Communication Services | 6.62 | - |
Energy | 4.66 | - |
Utilities | 4.10 | - |
Basic Materials | 3.44 | - |
Real Estate | 2.33 | - |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Bond Fund of Amer R6 | - | 14.88 | - | - | |
American Funds American Mutual R6 | - | 9.41 | - | - | |
American Funds Washington Mutual R6 | - | 7.48 | - | - | |
American Funds Mortgage R6 | - | 7.37 | - | - | |
American Funds Strategic Bond R-6 | - | 7.35 | - | - | |
American Funds Multi-Sector Income R-6 | - | 7.03 | - | - | |
American Funds American High-Inc R6 | - | 6.98 | - | - | |
American Funds American Balanced R6 | - | 6.87 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 6.14 | - | - | |
American Funds Income Fund of Amer R6 | - | 5.67 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 155.77B | -4.70 | 13.98 | 12.57 | ||
American Funds American Balanced A | 112.96B | -0.52 | 8.11 | 7.88 | ||
American Funds Invmt Co of Amer A | 97.12B | -3.01 | 14.74 | 11.18 | ||
American Funds Washington Mutual A | 90.09B | -0.80 | 11.20 | 11.14 | ||
American Funds Income Fund of Amer | 79.81B | 4.34 | 6.92 | 6.92 |
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