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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.27 | 5.78 | 1.51 |
Stocks | 85.32 | 85.32 | 0.00 |
Bonds | 9.87 | 9.87 | 0.00 |
Preferred | 0.15 | 0.15 | 0.00 |
Other | 0.39 | 0.39 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.92 | 17.20 |
Price to Book | 3.55 | 2.66 |
Price to Sales | 2.46 | 1.92 |
Price to Cash Flow | 13.42 | 11.28 |
Dividend Yield | 1.76 | 2.05 |
5 Years Earnings Growth | 13.52 | 11.81 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.87 | 22.90 |
Healthcare | 14.23 | 12.18 |
Industrials | 13.45 | 11.30 |
Financial Services | 11.99 | 15.38 |
Consumer Cyclical | 9.75 | 10.73 |
Communication Services | 8.23 | 6.98 |
Consumer Defensive | 6.16 | 6.07 |
Energy | 3.84 | 4.15 |
Basic Materials | 3.62 | 4.05 |
Utilities | 2.42 | 2.68 |
Real Estate | 1.42 | 3.59 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Fundamental Invs R6 | - | 7.98 | - | - | |
American Funds American Balanced R6 | - | 7.93 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 7.24 | - | - | |
American Funds New Perspective R6 | - | 7.09 | - | - | |
American Funds American Mutual R6 | - | 7.09 | - | - | |
American Funds SMALLCAP World R6 | - | 7.07 | - | - | |
American Funds Growth Fund of Amer R6 | - | 7.07 | - | - | |
American Funds Washington Mutual R6 | - | 7.05 | - | - | |
American Funds AMCAP R6 | - | 7.01 | - | - | |
American Funds New World R6 | - | 5.32 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2035 Trgt Date RetR6 | 34.96B | 15.18 | 5.25 | 8.80 | ||
American Funds 2030 Trgt Date RetR6 | 34.8B | 13.13 | 4.52 | 7.70 | ||
American Funds 2040 Trgt Date RetR6 | 32.56B | 17.33 | 6.15 | 9.43 | ||
American Funds Bond Fund of Amer F2 | 30.84B | 2.92 | -1.87 | 1.91 | ||
American Funds Bond Fund of Amer A | 26.03B | 2.68 | -2.13 | 1.66 |
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