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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.02 | 7.14 | 1.12 |
Stocks | 79.02 | 79.02 | 0.00 |
Bonds | 14.17 | 14.17 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.13 | 0.13 | 0.00 |
Other | 0.65 | 0.65 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.05 | 17.28 |
Price to Book | 3.52 | 2.53 |
Price to Sales | 2.38 | 1.76 |
Price to Cash Flow | 13.53 | 10.64 |
Dividend Yield | 1.75 | 2.19 |
5 Years Earnings Growth | 12.17 | 11.49 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.70 | 21.61 |
Healthcare | 14.70 | 12.46 |
Industrials | 14.15 | 11.69 |
Financial Services | 11.96 | 14.91 |
Consumer Cyclical | 10.23 | 10.89 |
Communication Services | 7.51 | 6.57 |
Consumer Defensive | 6.45 | 6.32 |
Energy | 4.00 | 4.69 |
Basic Materials | 3.60 | 4.32 |
Utilities | 2.30 | 2.58 |
Real Estate | 1.41 | 3.96 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 8.00 | - | - | |
American Funds Fundamental Invs R6 | - | 7.37 | - | - | |
American Funds Growth Fund of Amer R6 | - | 7.25 | - | - | |
American Funds AMCAP R6 | - | 7.16 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 7.08 | - | - | |
American Funds American Mutual R6 | - | 6.91 | - | - | |
American Funds New Perspective R6 | - | 6.87 | - | - | |
American Funds Washington Mutual R6 | - | 6.15 | - | - | |
American Funds SMALLCAP World R6 | - | 5.97 | - | - | |
American Funds US Government Sec R6 | - | 5.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 33.79B | 6.04 | 2.86 | 7.27 | ||
American Funds 2035 Trgt Date RetR6 | 33B | 7.48 | 3.52 | 8.30 | ||
American Funds 2040 Trgt Date RetR6 | 30.58B | 8.99 | 4.24 | 8.88 | ||
American Funds Bond Fund of Amer F2 | 27.68B | -0.59 | -2.80 | 1.71 | ||
American Funds 2045 Trgt Date RetR6 | 25.82B | 9.33 | 4.33 | 9.06 |
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