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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 9.030 | 9.970 | 0.940 |
Shares | 11.410 | 11.410 | 0.000 |
Bonds | 79.390 | 79.390 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.140 | 0.140 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.992 | 16.484 |
Price to Book | 3.594 | 2.430 |
Price to Sales | 2.808 | 1.819 |
Price to Cash Flow | 13.029 | 9.274 |
Dividend Yield | 2.181 | 2.391 |
5 Years Earnings Growth | 9.712 | 9.659 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.450 | 21.278 |
Financial Services | 15.020 | 18.760 |
Healthcare | 14.290 | 10.275 |
Industrials | 13.000 | 11.264 |
Consumer Defensive | 6.960 | 7.228 |
Utilities | 5.860 | 2.994 |
Consumer Cyclical | 5.800 | 10.700 |
Communication Services | 5.280 | 4.890 |
Energy | 4.460 | 4.813 |
Basic Materials | 2.590 | 4.519 |
Real Estate | 2.280 | 3.278 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds ST Bd Fd of Amer R6 | - | 45.16 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 26.16 | - | - | |
American Funds Mortgage R6 | - | 10.15 | - | - | |
American Funds American Mutual R6 | - | 8.71 | - | - | |
American Funds Strategic Bond R-6 | - | 5.09 | - | - | |
American Funds American Balanced R6 | - | 4.77 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 140.34B | -6.42 | 8.56 | 12.54 | ||
American Funds American Balanced A | 107.14B | -0.23 | 6.19 | 8.03 | ||
American Funds Invmt Co of Amer A | 88.05B | -2.99 | 11.35 | 11.42 | ||
American Funds Washington Mutual A | 84.17B | 0.30 | 9.32 | 11.37 | ||
American Funds Income Fund of Amer | 76.75B | 4.67 | 5.78 | 7.11 |
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