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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.86 | 10.22 | 5.36 |
Stocks | 47.78 | 47.78 | 0.00 |
Bonds | 46.79 | 46.79 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.48 | 0.48 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.23 | 17.25 |
Price to Book | 3.12 | 2.52 |
Price to Sales | 2.13 | 1.79 |
Price to Cash Flow | 12.43 | 10.71 |
Dividend Yield | 2.42 | 2.24 |
5 Years Earnings Growth | 10.99 | 11.44 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.57 | 21.37 |
Healthcare | 14.51 | 12.12 |
Industrials | 13.51 | 11.39 |
Financial Services | 13.41 | 15.17 |
Consumer Defensive | 8.19 | 6.34 |
Consumer Cyclical | 8.02 | 10.24 |
Communication Services | 6.53 | 6.63 |
Energy | 5.66 | 4.94 |
Basic Materials | 3.78 | 4.33 |
Utilities | 3.75 | 2.75 |
Real Estate | 2.08 | 4.71 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 8.10 | - | - | |
American Funds Bond Fund of Amer R6 | - | 7.81 | - | - | |
American Funds Inflation Linked Bd R6 | - | 7.73 | - | - | |
American Funds Income Fund of Amer R6 | - | 7.60 | - | - | |
American Funds American Mutual R6 | - | 6.14 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 6.11 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 5.82 | - | - | |
American Funds Mortgage R6 | - | 5.79 | - | - | |
American Funds Washington Mutual R6 | - | 5.04 | - | - | |
American Funds Capital Income Bldr R6 | - | 4.99 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 35.42B | 10.67 | 3.45 | 7.61 | ||
American Funds 2035 Trgt Date RetR6 | 34.95B | 12.12 | 3.98 | 8.65 | ||
American Funds 2040 Trgt Date RetR6 | 32.65B | 13.56 | 4.61 | 9.22 | ||
American Funds Bond Fund of Amer F2 | 31.2B | 3.22 | -1.90 | 2.03 | ||
American Funds 2045 Trgt Date RetR6 | 27.63B | 13.95 | 4.67 | 9.40 |
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