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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.66 | 6.76 | 2.10 |
Shares | 38.40 | 38.40 | 0.00 |
Bonds | 55.74 | 55.74 | 0.00 |
Convertible | 0.08 | 0.08 | 0.00 |
Preferred | 0.28 | 0.28 | 0.00 |
Other | 0.85 | 0.85 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.05 | 16.80 |
Price to Book | 2.61 | 2.44 |
Price to Sales | 2.17 | 1.85 |
Price to Cash Flow | 10.90 | 10.57 |
Dividend Yield | 3.11 | 2.56 |
5 Years Earnings Growth | 8.92 | 9.76 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.82 | 17.47 |
Technology | 14.18 | 19.07 |
Healthcare | 13.56 | 10.09 |
Industrials | 11.33 | 11.32 |
Consumer Defensive | 10.74 | 6.15 |
Consumer Cyclical | 6.94 | 8.80 |
Energy | 6.67 | 5.01 |
Utilities | 6.03 | 5.15 |
Communication Services | 5.31 | 6.42 |
Real Estate | 3.93 | 7.97 |
Basic Materials | 3.50 | 3.56 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Capital Income Bldr R6 | - | 17.95 | - | - | |
American Funds Bond Fund of Amer R6 | - | 15.07 | - | - | |
American Funds Income Fund of Amer R6 | - | 14.95 | - | - | |
American Funds Strategic Bond R-6 | - | 10.03 | - | - | |
American Funds Multi-Sector Income R-6 | - | 8.02 | - | - | |
American Funds American Balanced R6 | - | 7.95 | - | - | |
American Funds American Mutual R6 | - | 6.97 | - | - | |
American Funds US Government Sec R6 | - | 5.05 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 5.04 | - | - | |
American Funds Inflation Linked Bd R6 | - | 5.04 | - | - |
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 |
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