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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 10.22 | 13.07 | 2.85 |
Shares | 11.20 | 11.20 | 0.00 |
Bonds | 78.37 | 78.37 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 0.15 | 0.15 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.93 | 14.15 |
Price to Book | 3.54 | 2.26 |
Price to Sales | 2.63 | 1.51 |
Price to Cash Flow | 13.18 | 7.23 |
Dividend Yield | 2.28 | 3.85 |
5 Years Earnings Growth | 9.68 | 10.58 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.88 | 30.12 |
Healthcare | 16.16 | 19.40 |
Financial Services | 13.98 | 32.32 |
Industrials | 13.66 | 11.18 |
Consumer Defensive | 8.68 | 6.23 |
Consumer Cyclical | 6.33 | 10.81 |
Utilities | 5.55 | 2.52 |
Communication Services | 5.19 | 29.90 |
Energy | 4.35 | 34.29 |
Basic Materials | 2.85 | 3.92 |
Real Estate | 2.36 | 1.67 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds ST Bd Fd of Amer R6 | - | 45.16 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 26.16 | - | - | |
American Funds Mortgage R6 | - | 10.15 | - | - | |
American Funds American Mutual R6 | - | 8.71 | - | - | |
American Funds Strategic Bond R-6 | - | 5.09 | - | - | |
American Funds American Balanced R6 | - | 4.77 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2035 Trgt Date RetR6 | 35.89B | 5.04 | 9.68 | 8.72 | ||
American Funds 2030 Trgt Date RetR6 | 34.92B | 4.86 | 8.30 | 7.66 | ||
American Funds 2040 Trgt Date RetR6 | 33.59B | 5.25 | 11.10 | 9.37 | ||
American Funds Bond Fund of Amer F2 | 31.24B | 2.50 | 1.40 | 1.91 | ||
American Funds 2045 Trgt Date RetR6 | 29.65B | 5.33 | 11.46 | 9.55 |
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