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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.110 | 8.110 | 0.000 |
Shares | 60.140 | 60.140 | 0.000 |
Bonds | 31.710 | 31.710 | 0.000 |
Convertible | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.242 | 17.581 |
Price to Book | 3.042 | 2.816 |
Price to Sales | 2.339 | 2.030 |
Price to Cash Flow | 13.481 | 11.281 |
Dividend Yield | 2.420 | 2.508 |
5 Years Earnings Growth | 8.516 | 10.231 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 25.870 | 17.863 |
Technology | 21.860 | 20.353 |
Healthcare | 10.700 | 10.740 |
Industrials | 9.870 | 10.783 |
Consumer Defensive | 8.790 | 6.809 |
Consumer Cyclical | 7.650 | 10.033 |
Energy | 7.600 | 4.360 |
Utilities | 3.410 | 3.381 |
Real Estate | 1.900 | 7.001 |
Communication Services | 1.860 | 7.391 |
Basic Materials | 0.500 | 3.543 |
Number of long holdings: 564
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4.63% | - | 4.47 | - | - | |
United States Treasury Notes 4% | - | 2.78 | - | - | |
Visa A | US92826C8394 | 2.73 | 335.17 | -0.16% | |
Broadcom | US11135F1012 | 2.71 | 192.31 | +2.21% | |
United States Treasury Bonds 4.625% | - | 2.69 | - | - | |
Taiwan Semicon | TW0002330008 | 2.51 | 888.00 | +2.78% | |
JPMorgan | US46625H1005 | 2.32 | 243.55 | -0.45% | |
Constellation Software | CA21037X1006 | 2.20 | 4,883.41 | -0.11% | |
United States Treasury Notes 4.125% | - | 2.03 | - | - | |
UnitedHealth | US91324P1021 | 1.77 | 418.64 | -1.32% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funbg | 15.79B | -2.24 | 4.18 | 9.08 | ||
Capital Group New Perspective Funzg | 15.79B | -2.08 | 4.97 | 9.94 | ||
Capital Group New Perspective Fuzdg | 15.79B | -2.09 | 4.97 | 9.94 | ||
Capital Group New Perspective Fuzgg | 15.79B | -2.07 | 4.97 | 9.95 | ||
Capital Group New Perspective Fubg | 15.79B | -2.24 | 4.18 | 9.08 |
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