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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.89 | 4.49 | 0.60 |
Shares | 76.93 | 76.93 | 0.00 |
Bonds | 18.18 | 18.18 | 0.00 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.41 | 0.41 | 0.00 |
Other | 0.57 | 0.57 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.12 | 18.08 |
Price to Book | 3.42 | 2.87 |
Price to Sales | 2.44 | 2.00 |
Price to Cash Flow | 12.98 | 11.23 |
Dividend Yield | 2.03 | 1.97 |
5 Years Earnings Growth | 9.43 | 10.84 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.88 | 21.84 |
Healthcare | 14.25 | 11.83 |
Financial Services | 14.04 | 15.49 |
Industrials | 14.02 | 11.32 |
Consumer Cyclical | 10.09 | 10.25 |
Communication Services | 8.07 | 7.73 |
Consumer Defensive | 7.32 | 6.76 |
Energy | 3.60 | 5.36 |
Basic Materials | 3.51 | 3.56 |
Utilities | 2.46 | 3.17 |
Real Estate | 1.76 | 4.20 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Invmt Co of Amer R6 | - | 20.35 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 15.22 | - | - | |
American Funds Washington Mutual R6 | - | 10.04 | - | - | |
American Funds American Balanced R6 | - | 9.96 | - | - | |
American Funds Capital Income Bldr R6 | - | 9.83 | - | - | |
American Funds SMALLCAP World R6 | - | 7.97 | - | - | |
American Funds Growth Fund of Amer R6 | - | 7.29 | - | - | |
American Funds Global Insight R-6 | - | 5.00 | - | - | |
American Funds Multi-Sector Income R-6 | - | 4.80 | - | - | |
American Funds Bond Fund of Amer R6 | - | 4.79 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 165.02B | 12.58 | 21.42 | 14.22 | ||
American Funds American Balanced A | 117.04B | 9.08 | 11.61 | 8.84 | ||
American Funds Invmt Co of Amer A | 101.9B | 13.02 | 21.44 | 12.90 | ||
American Funds Washington Mutual A | 92.32B | 10.04 | 15.43 | 12.34 | ||
American Funds Fundamental Invs A | 81.66B | 13.72 | 19.83 | 12.93 |
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