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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.82 | 8.74 | 2.92 |
Stocks | 67.58 | 67.58 | 0.00 |
Bonds | 25.87 | 25.87 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.10 | 0.10 | 0.00 |
Other | 0.61 | 0.61 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.84 | 17.34 |
Price to Book | 3.50 | 2.57 |
Price to Sales | 2.38 | 1.81 |
Price to Cash Flow | 13.45 | 10.84 |
Dividend Yield | 1.81 | 2.11 |
5 Years Earnings Growth | 11.95 | 11.48 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.32 | 21.67 |
Healthcare | 14.61 | 12.46 |
Industrials | 14.17 | 11.64 |
Financial Services | 12.00 | 15.04 |
Consumer Cyclical | 9.95 | 10.88 |
Communication Services | 7.50 | 6.75 |
Consumer Defensive | 6.70 | 6.22 |
Energy | 4.17 | 4.62 |
Basic Materials | 3.57 | 4.25 |
Utilities | 2.52 | 2.49 |
Real Estate | 1.50 | 3.97 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 7.60 | - | - | |
American Funds Growth Fund of Amer R6 | - | 6.87 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 6.79 | - | - | |
American Funds American Mutual R6 | - | 6.66 | - | - | |
American Funds Fundamental Invs R6 | - | 6.53 | - | - | |
American Funds AMCAP R6 | - | 6.45 | - | - | |
American Funds Washington Mutual R6 | - | 5.23 | - | - | |
American Funds US Government Sec R6 | - | 4.88 | - | - | |
American Funds Inflation Linked Bd R6 | - | 4.58 | - | - | |
American Funds Global Balanced R6 | - | 4.57 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 33.06B | 4.50 | 2.57 | 7.27 | ||
American Funds 2040 Trgt Date RetR6 | 29.82B | 6.89 | 3.93 | 8.85 | ||
American Funds Bond Fund of Amer F2 | 27.25B | -1.67 | -2.95 | 1.62 | ||
American Funds Bond Fund of Amer A | 25.08B | -1.78 | -3.20 | 1.37 | ||
American Funds 2045 Trgt Date RetR6 | 25.1B | 7.18 | 4.06 | 9.02 |
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