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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 | 16.375 |
Price to Book | 3.606 | 2.733 |
Price to Sales | 2.897 | 2.134 |
Price to Cash Flow | 13.740 | 10.374 |
Dividend Yield | 1.714 | 2.805 |
5 Years Earnings Growth | 9.935 | 12.063 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.870 | 20.242 |
Financial Services | 13.820 | 20.255 |
Industrials | 13.270 | 14.139 |
Healthcare | 13.090 | 12.327 |
Communication Services | 12.830 | 9.346 |
Consumer Cyclical | 12.760 | 12.278 |
Consumer Defensive | 4.660 | 8.143 |
Basic Materials | 4.070 | 9.105 |
Energy | 1.650 | 8.287 |
Utilities | 0.780 | 5.658 |
Real Estate | 0.180 | 4.496 |
Number of long holdings: 266
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 4.37 | 761.83 | -1.32% | |
Microsoft | US5949181045 | 3.64 | 520.84 | -0.78% | |
Taiwan Semicon | TW0002330008 | 3.09 | 1,125.00 | 0.00% | |
Broadcom | US11135F1012 | 2.99 | 303.76 | +0.69% | |
Tesla | US88160R1014 | 2.20 | 322.27 | +0.74% | |
Netflix | US64110L1061 | 2.09 | 1,180.37 | +0.16% | |
NVIDIA | US67066G1040 | 1.83 | 180.77 | +0.75% | |
Vertex | US92532F1003 | 1.33 | 375.63 | -2.60% | |
Eli Lilly | US5324571083 | 1.31 | 640.86 | -14.14% | |
UniCredit | IT0005239360 | 1.21 | 66.180 | +2.24% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funde | 17.68B | 12.23 | 18.27 | 11.57 | ||
Capital Group New Perspective Funbe | 17.68B | 11.69 | 17.09 | 10.48 | ||
Capital Group New Perspective Funze | 17.68B | 12.07 | 17.95 | 11.35 | ||
Capital Group New Perspective Fuzde | 17.68B | 12.08 | 17.96 | 11.35 | ||
Cap Group New Perspective lux N | 17.68B | 11.33 | 16.34 | - |
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