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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.700 | 0.900 | 0.200 |
Shares | 99.300 | 99.300 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.858 | 14.679 |
Price to Book | 2.658 | 2.285 |
Price to Sales | 2.178 | 1.350 |
Price to Cash Flow | 12.467 | 9.805 |
Dividend Yield | 2.155 | 2.435 |
5 Years Earnings Growth | 8.859 | 9.856 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.580 | 21.251 |
Healthcare | 14.800 | 16.985 |
Industrials | 12.390 | 10.063 |
Technology | 10.070 | 14.508 |
Consumer Cyclical | 9.930 | 7.673 |
Energy | 7.190 | 7.792 |
Utilities | 4.590 | 4.502 |
Communication Services | 4.260 | 6.982 |
Consumer Defensive | 4.240 | 8.483 |
Basic Materials | 4.160 | 3.884 |
Real Estate | 1.780 | 2.443 |
Number of long holdings: 112
Number of short holdings: 23
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.37 | 69.43 | -0.43% | |
UnitedHealth | US91324P1021 | 2.70 | 420.06 | +0.34% | |
Bank of America | US0605051046 | 2.51 | 39.78 | +0.24% | |
Berkshire Hathaway B | US0846707026 | 2.46 | 530.94 | 0.00% | |
ConocoPhillips | US20825C1045 | 2.14 | 92.93 | +1.32% | |
Morgan Stanley | US6174464486 | 2.10 | 115.83 | -0.16% | |
Charles Schwab | US8085131055 | 2.10 | 80.18 | +0.30% | |
CSX | US1264081035 | 1.97 | 27.85 | +0.04% | |
Chevron | US1667641005 | 1.96 | 140.10 | +0.99% | |
Lowe’s | US5486611073 | 1.87 | 221.09 | +0.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPI Global Income Fund A div USD he | 16.51B | -0.29 | 2.34 | 3.48 | ||
JPI Global Income Fund A mth USD he | 16.51B | -0.29 | 2.31 | 3.46 | ||
JPI Global Income Fund C acc USD he | 16.51B | -0.13 | 3.00 | 4.16 | ||
JPI Global Income Fund C dist USD h | 16.51B | -0.13 | 2.99 | 4.15 | ||
JPI Global Income Fund C mth USD he | 16.51B | -0.13 | 3.00 | 4.16 |
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