Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.910 | 6.910 | 0.000 |
Stocks | 92.280 | 92.280 | 0.000 |
Bonds | 0.810 | 0.810 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.158 | 14.345 |
Price to Book | 2.240 | 1.998 |
Price to Sales | 1.060 | 1.333 |
Price to Cash Flow | 9.308 | 8.777 |
Dividend Yield | 4.304 | 3.265 |
5 Years Earnings Growth | 8.527 | 9.703 |
Name | Net % | Category Average |
---|---|---|
Industrials | 21.030 | 15.910 |
Healthcare | 12.220 | 14.873 |
Basic Materials | 11.750 | 6.862 |
Financial Services | 11.390 | 17.295 |
Utilities | 9.300 | 4.455 |
Consumer Cyclical | 8.660 | 10.443 |
Technology | 8.460 | 9.551 |
Consumer Defensive | 8.450 | 11.517 |
Energy | 6.530 | 5.217 |
Communication Services | 2.200 | 4.980 |
Number of long holdings: 65
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 4.22 | 936.2 | +1.33% | |
Glencore | JE00B4T3BW64 | 3.84 | 467.55 | -0.18% | |
SAP | DE0007164600 | 3.78 | 170.000 | +0.83% | |
Engie | FR0010208488 | 3.77 | 15.61 | +0.74% | |
Imperial Brands | GB0004544929 | 3.41 | 1,979.50 | +1.36% | |
AstraZeneca | GB0009895292 | 3.40 | 12,482.0 | +0.63% | |
Antofagasta | GB0000456144 | 3.24 | 2,142.00 | +0.33% | |
Next | GB0032089863 | 2.68 | 9,454.0 | +0.40% | |
SSE | GB0007908733 | 2.42 | 1,801.25 | +0.43% | |
ASML Holding | NL0010273215 | 2.23 | 908.00 | +4.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fuzdc | 14.02B | 4.29 | 1.56 | 9.83 | ||
Capital Group New Perspective Fubc | 14.02B | 4.01 | 0.79 | 8.96 | ||
Capital Group New Perspective Fundc | 14.02B | 4.41 | 1.82 | 10.03 | ||
Capital Group New Perspective Funzc | 14.02B | 4.30 | 1.56 | 9.83 | ||
Capital Group Global Allocation Fzc | 1.34B | 4.19 | 4.06 | 7.39 |
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