
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.980 | 6.980 | 0.000 |
Shares | 95.030 | 95.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.204 | 20.319 |
Price to Book | 4.173 | 3.908 |
Price to Sales | 3.365 | 2.701 |
Price to Cash Flow | 15.844 | 13.766 |
Dividend Yield | 1.380 | 1.577 |
5 Years Earnings Growth | 13.605 | 10.591 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.670 | 28.967 |
Financial Services | 15.610 | 15.026 |
Healthcare | 13.030 | 12.514 |
Communication Services | 12.320 | 8.840 |
Consumer Cyclical | 11.070 | 10.383 |
Industrials | 8.560 | 8.926 |
Basic Materials | 7.230 | 2.720 |
Consumer Defensive | 4.750 | 5.790 |
Real Estate | 1.510 | 2.291 |
Energy | 1.500 | 3.569 |
Utilities | 0.750 | 2.682 |
Number of long holdings: 66
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 8.90 | - | - | |
Apple Inc | - | 6.13 | - | - | |
Amazon.com Inc | - | 3.49 | - | - | |
JPMorgan Chase & Co | - | 3.35 | - | - | |
The Home Depot Inc | - | 3.16 | - | - | |
Alphabet Inc Class C | - | 2.77 | - | - | |
Berkshire Hathaway Inc Class A | - | 2.69 | - | - | |
UnitedHealth Group Inc | - | 2.67 | - | - | |
Alphabet Inc Class A | - | 2.59 | - | - | |
Thermo Fisher Scientific Inc | - | 2.52 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US Large Cap Growth Fund Class X US | 1.89B | 26.50 | 7.01 | 13.97 | ||
US Large Cap Growth Fund Class A US | 1.89B | 28.22 | 7.57 | 13.55 | ||
US Large Cap Growth Fund Class B A | 1.89B | 27.63 | 7.03 | 12.98 | ||
US Large Cap Growth Fund Class B US | 1.89B | 27.67 | 7.04 | 12.98 | ||
US Large Cap Growth Fund Class C A | 1.89B | 27.63 | 7.03 | 12.98 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review