Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.280 | 7.480 | 2.200 |
Shares | 48.730 | 48.730 | 0.000 |
Bonds | 45.440 | 45.440 | 0.000 |
Convertible | 0.080 | 0.080 | 0.000 |
Preferred | 0.070 | 0.070 | 0.000 |
Other | 0.400 | 0.400 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.383 | 17.655 |
Price to Book | 2.920 | 2.943 |
Price to Sales | 2.122 | 2.093 |
Price to Cash Flow | 11.990 | 11.928 |
Dividend Yield | 2.776 | 2.120 |
5 Years Earnings Growth | 9.937 | 11.325 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.320 | 22.935 |
Financial Services | 15.750 | 15.589 |
Healthcare | 13.710 | 13.050 |
Industrials | 11.350 | 10.687 |
Consumer Defensive | 9.370 | 6.520 |
Energy | 6.930 | 4.918 |
Consumer Cyclical | 6.330 | 9.421 |
Utilities | 5.770 | 2.984 |
Communication Services | 4.710 | 7.015 |
Basic Materials | 3.480 | 3.470 |
Real Estate | 3.280 | 3.411 |
Number of long holdings: 9
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Income Fund of Amer R6 | - | 15.06 | - | - | |
American Funds Capital Income Bldr R6 | - | 15.06 | - | - | |
American Funds Multi-Sector Income R-6 | - | 14.90 | - | - | |
American Funds Bond Fund of Amer R6 | - | 14.86 | - | - | |
American Funds American Mutual R6 | - | 10.09 | - | - | |
American Funds Washington Mutual R6 | - | 10.03 | - | - | |
American Funds American High-Inc R6 | - | 9.95 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 7.06 | - | - | |
American Funds Emerging Markets Bd R6 | - | 3.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 151.33B | 30.62 | 7.78 | 13.76 | ||
American Funds American Balanced A | 112.02B | 16.59 | 6.58 | 8.25 | ||
American Funds Invmt Co of Amer A | 95.6B | 26.66 | 13.02 | 11.75 | ||
American Funds Washington Mutual A | 90.49B | 22.14 | 11.82 | 11.62 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 23.14 | 5.81 | 10.97 |
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