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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.78 | 9.77 | 2.99 |
Stocks | 67.20 | 67.20 | 0.00 |
Bonds | 25.47 | 25.47 | 0.00 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.09 | 0.09 | 0.00 |
Other | 0.43 | 0.43 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.53 | 17.47 |
Price to Book | 3.39 | 2.58 |
Price to Sales | 2.33 | 1.82 |
Price to Cash Flow | 13.12 | 10.89 |
Dividend Yield | 1.89 | 2.08 |
5 Years Earnings Growth | 12.08 | 11.49 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.25 | 21.65 |
Healthcare | 15.19 | 12.52 |
Industrials | 13.63 | 11.58 |
Financial Services | 12.08 | 15.02 |
Consumer Cyclical | 10.01 | 10.91 |
Consumer Defensive | 7.10 | 6.26 |
Communication Services | 6.99 | 6.69 |
Energy | 4.42 | 4.60 |
Basic Materials | 4.09 | 4.28 |
Utilities | 2.66 | 2.49 |
Real Estate | 1.59 | 4.00 |
Number of long holdings: 25
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 7.43 | - | - | |
American Funds Growth Fund of Amer R6 | - | 6.66 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 6.58 | - | - | |
American Funds American Mutual R6 | - | 6.48 | - | - | |
American Funds AMCAP R6 | - | 6.29 | - | - | |
American Funds Fundamental Invs R6 | - | 6.29 | - | - | |
American Funds Washington Mutual R6 | - | 5.08 | - | - | |
American Funds US Government Sec R6 | - | 4.87 | - | - | |
American Funds Inflation Linked Bd R6 | - | 4.55 | - | - | |
American Funds Global Balanced R6 | - | 4.47 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 33.15B | 1.60 | 2.03 | 7.22 | ||
American Funds 2035 Trgt Date RetR6 | 32.2B | 2.61 | 2.65 | 8.23 | ||
American Funds 2040 Trgt Date RetR6 | 29.85B | 3.44 | 3.25 | 8.75 | ||
American Funds Bond Fund of Amer F2 | 27.41B | -3.20 | -3.36 | 1.58 | ||
American Funds Bond Fund of Amer A | 25.03B | -3.28 | -3.61 | 1.32 |
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