
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.970 | 4.030 | 0.060 |
Shares | 95.100 | 95.100 | 0.000 |
Bonds | 0.290 | 0.290 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.370 | 0.370 | 0.000 |
Other | 0.260 | 0.270 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.661 | 17.233 |
Price to Book | 3.199 | 2.158 |
Price to Sales | 2.357 | 2.296 |
Price to Cash Flow | 11.316 | 9.545 |
Dividend Yield | 1.669 | 2.680 |
5 Years Earnings Growth | 11.430 | 10.070 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.210 | 17.703 |
Industrials | 15.120 | 13.272 |
Financial Services | 13.710 | 15.451 |
Healthcare | 13.650 | 12.027 |
Consumer Cyclical | 12.700 | 9.904 |
Communication Services | 8.910 | 6.315 |
Consumer Defensive | 4.740 | 6.407 |
Basic Materials | 3.670 | 6.484 |
Energy | 2.600 | 4.117 |
Utilities | 0.950 | 2.634 |
Real Estate | 0.750 | 18.418 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds New Perspective R6 | - | 20.25 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 15.32 | - | - | |
American Funds New Economy R6 | - | 14.71 | - | - | |
American Funds Growth Fund of Amer R6 | - | 14.62 | - | - | |
American Funds SMALLCAP World R6 | - | 14.52 | - | - | |
American Funds Europacific Growth R6 | - | 8.16 | - | - | |
American Funds New World R6 | - | 7.20 | - | - | |
American Funds Global Insight R-6 | - | 5.25 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 152.61B | -4.70 | 13.98 | 12.57 | ||
American Funds American Balanced A | 111.66B | -0.52 | 8.11 | 7.88 | ||
American Funds Invmt Co of Amer A | 94.89B | -3.01 | 14.74 | 11.18 | ||
American Funds Washington Mutual A | 88.94B | -0.80 | 11.20 | 11.14 | ||
American Funds Income Fund of Amer | 79.24B | 4.34 | 6.92 | 6.92 |
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