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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.27 | 12.58 | 5.31 |
Stocks | 38.11 | 38.11 | 0.00 |
Bonds | 54.12 | 54.12 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.45 | 0.45 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.90 | 16.42 |
Price to Book | 2.88 | 2.44 |
Price to Sales | 2.07 | 1.71 |
Price to Cash Flow | 11.74 | 9.83 |
Dividend Yield | 2.82 | 2.32 |
5 Years Earnings Growth | 9.81 | 11.31 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.09 | 19.65 |
Financial Services | 15.04 | 16.39 |
Healthcare | 14.31 | 11.90 |
Industrials | 11.77 | 11.28 |
Consumer Defensive | 9.92 | 6.73 |
Energy | 6.91 | 6.08 |
Consumer Cyclical | 6.73 | 10.29 |
Communication Services | 5.76 | 6.09 |
Utilities | 4.97 | 2.80 |
Basic Materials | 4.03 | 5.05 |
Real Estate | 3.47 | 3.76 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Income Fund of Amer R6 | - | 16.91 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 10.59 | - | - | |
American Funds Bond Fund of Amer R6 | - | 9.73 | - | - | |
American Funds ST Bd Fd of Amer R6 | - | 7.47 | - | - | |
American Funds Inflation Linked Bd R6 | - | 7.01 | - | - | |
American Funds American Balanced R6 | - | 6.91 | - | - | |
American Funds Capital Income Bldr R6 | - | 6.80 | - | - | |
American Funds Mortgage R6 | - | 6.74 | - | - | |
American Funds American Mutual R6 | - | 5.07 | - | - | |
American Funds Washington Mutual R6 | - | 3.93 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 33.12B | 1.60 | 2.03 | 7.22 | ||
American Funds 2035 Trgt Date RetR6 | 32.15B | 2.61 | 2.65 | 8.23 | ||
American Funds 2040 Trgt Date RetR6 | 29.78B | 3.44 | 3.25 | 8.75 | ||
American Funds Bond Fund of Amer F2 | 27.44B | -3.20 | -3.36 | 1.58 | ||
American Funds Bond Fund of Amer A | 25.06B | -3.28 | -3.61 | 1.32 |
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