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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 | 14.82 |
Price to Book | 3.54 | 2.28 |
Price to Sales | 2.63 | 1.51 |
Price to Cash Flow | 13.18 | 7.30 |
Dividend Yield | 2.28 | 3.78 |
5 Years Earnings Growth | 9.68 | 11.49 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.88 | 30.84 |
Healthcare | 16.16 | 19.16 |
Financial Services | 13.98 | 32.17 |
Industrials | 13.66 | 10.40 |
Consumer Defensive | 8.68 | 6.12 |
Consumer Cyclical | 6.33 | 11.06 |
Utilities | 5.55 | 2.71 |
Communication Services | 5.19 | 29.98 |
Energy | 4.35 | 34.69 |
Basic Materials | 2.85 | 3.86 |
Real Estate | 2.36 | 1.61 |
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 | 35.61B | 1.00 | 8.51 | 8.39 | ||
American Funds 2030 Trgt Date RetR6 | 34.73B | 1.56 | 7.47 | 7.39 | ||
American Funds 2040 Trgt Date RetR6 | 33.27B | 0.05 | 9.49 | 8.92 | ||
American Funds Bond Fund of Amer F2 | 30.99B | 3.29 | 1.82 | 1.95 | ||
American Funds 2045 Trgt Date RetR6 | 29.35B | -0.28 | 9.66 | 9.05 |
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