
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.79 | 3.83 | 0.04 |
Shares | 95.57 | 95.57 | 0.00 |
Bonds | 0.01 | 0.01 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.52 | 0.52 | 0.00 |
Other | 0.11 | 0.11 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.54 | 17.93 |
Price to Book | 3.93 | 2.93 |
Price to Sales | 2.68 | 2.01 |
Price to Cash Flow | 12.63 | 11.56 |
Dividend Yield | 1.22 | 1.96 |
5 Years Earnings Growth | 11.90 | 11.46 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.35 | 21.21 |
Healthcare | 14.83 | 12.44 |
Industrials | 14.13 | 12.40 |
Consumer Cyclical | 13.10 | 12.14 |
Financial Services | 10.74 | 15.58 |
Communication Services | 10.45 | 7.10 |
Consumer Defensive | 4.36 | 6.03 |
Basic Materials | 2.51 | 3.63 |
Energy | 1.89 | 4.04 |
Real Estate | 0.92 | 3.55 |
Utilities | 0.72 | 3.05 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Growth Fund of Amer R6 | - | 24.94 | - | - | |
American Funds New Perspective R6 | - | 15.17 | - | - | |
American Funds SMALLCAP World R6 | - | 14.97 | - | - | |
American Funds AMCAP R6 | - | 14.84 | - | - | |
American Funds Invmt Co of Amer R6 | - | 10.20 | - | - | |
American Funds Fundamental Invs R6 | - | 10.05 | - | - | |
American Funds New Economy R6 | - | 9.85 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 154.29B | -4.70 | 13.98 | 12.57 | ||
American Funds American Balanced A | 112.52B | -0.52 | 8.11 | 7.88 | ||
American Funds Invmt Co of Amer A | 96.02B | -3.01 | 14.74 | 11.18 | ||
American Funds Washington Mutual A | 89.86B | -0.80 | 11.20 | 11.14 | ||
American Funds Income Fund of Amer | 79.64B | 4.34 | 6.92 | 6.92 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review