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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.04 | 7.11 | 1.07 |
Stocks | 83.22 | 83.22 | 0.00 |
Bonds | 9.92 | 9.92 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.14 | 0.14 | 0.00 |
Other | 0.68 | 0.68 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.17 | 17.33 |
Price to Book | 3.55 | 2.59 |
Price to Sales | 2.38 | 1.80 |
Price to Cash Flow | 13.59 | 10.87 |
Dividend Yield | 1.72 | 2.08 |
5 Years Earnings Growth | 12.24 | 11.48 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.69 | 22.21 |
Healthcare | 14.71 | 12.50 |
Industrials | 14.25 | 11.59 |
Financial Services | 11.93 | 15.01 |
Consumer Cyclical | 10.33 | 11.02 |
Communication Services | 7.40 | 6.70 |
Consumer Defensive | 6.37 | 6.21 |
Energy | 3.97 | 4.51 |
Basic Materials | 3.72 | 4.23 |
Utilities | 2.24 | 2.43 |
Real Estate | 1.38 | 3.58 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Fundamental Invs R6 | - | 8.06 | - | - | |
American Funds American Balanced R6 | - | 7.85 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 7.68 | - | - | |
American Funds New Perspective R6 | - | 7.23 | - | - | |
American Funds Growth Fund of Amer R6 | - | 7.22 | - | - | |
American Funds Washington Mutual R6 | - | 7.14 | - | - | |
American Funds SMALLCAP World R6 | - | 7.13 | - | - | |
American Funds American Mutual R6 | - | 6.99 | - | - | |
American Funds AMCAP R6 | - | 6.99 | - | - | |
American Funds US Government Sec R6 | - | 4.99 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 32.84B | 1.60 | 2.03 | 7.22 | ||
American Funds 2035 Trgt Date RetR6 | 31.89B | 2.61 | 2.65 | 8.23 | ||
American Funds 2040 Trgt Date RetR6 | 29.53B | 3.44 | 3.25 | 8.75 | ||
American Funds Bond Fund of Amer F2 | 27.03B | -3.20 | -3.36 | 1.58 | ||
American Funds Bond Fund of Amer A | 24.93B | -3.28 | -3.61 | 1.32 |
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