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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.160 | 2.160 | 0.000 |
Shares | 97.520 | 97.520 | 0.000 |
Other | 0.320 | 0.320 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.922 | 24.022 |
Price to Book | 3.606 | 4.632 |
Price to Sales | 2.897 | 3.578 |
Price to Cash Flow | 13.740 | 15.711 |
Dividend Yield | 1.714 | 1.289 |
5 Years Earnings Growth | 9.935 | 10.704 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.870 | 28.373 |
Financial Services | 13.820 | 15.031 |
Industrials | 13.270 | 12.515 |
Healthcare | 13.090 | 13.769 |
Communication Services | 12.830 | 9.154 |
Consumer Cyclical | 12.760 | 12.299 |
Consumer Defensive | 4.660 | 6.051 |
Basic Materials | 4.070 | 3.775 |
Energy | 1.650 | 2.487 |
Utilities | 0.780 | 2.328 |
Real Estate | 0.180 | 1.547 |
Number of long holdings: 266
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 4.37 | 712.68 | -0.30% | |
Microsoft | US5949181045 | 3.64 | 513.71 | +0.55% | |
Taiwan Semicon | TW0002330008 | 3.09 | 1,145.00 | 0.00% | |
Broadcom | US11135F1012 | 2.99 | 290.18 | +0.51% | |
Tesla | US88160R1014 | 2.20 | 316.06 | +3.52% | |
Netflix | US64110L1061 | 2.09 | 1,180.49 | -0.02% | |
NVIDIA | US67066G1040 | 1.83 | 173.50 | -0.14% | |
Vertex | US92532F1003 | 1.33 | 469.65 | -0.55% | |
Eli Lilly | US5324571083 | 1.31 | 812.69 | +0.90% | |
UniCredit | IT0005239360 | 1.21 | 62.520 | +2.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fundu | 18.02B | 12.23 | 18.27 | 11.57 | ||
Capital Group New Perspective Funbu | 18.02B | 11.69 | 17.09 | 10.48 | ||
Capital Group New Perspective Funzu | 18.02B | 12.07 | 17.95 | 11.35 | ||
Capital Group New Perspective Fuzdu | 18.02B | 12.08 | 17.96 | 11.35 | ||
Cap Group New Perspective lux C | 18.02B | 12.54 | 18.91 | - |
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