Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.30 | 5.22 | 0.92 |
Stocks | 86.08 | 86.08 | 0.00 |
Bonds | 9.14 | 9.14 | 0.00 |
Preferred | 0.14 | 0.14 | 0.00 |
Other | 0.34 | 0.34 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.07 | 17.51 |
Price to Book | 3.51 | 2.62 |
Price to Sales | 2.40 | 1.89 |
Price to Cash Flow | 12.51 | 10.94 |
Dividend Yield | 1.79 | 2.19 |
5 Years Earnings Growth | 11.30 | 11.22 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.68 | 22.86 |
Healthcare | 14.17 | 11.85 |
Industrials | 13.99 | 11.38 |
Financial Services | 12.62 | 15.66 |
Consumer Cyclical | 10.65 | 10.90 |
Communication Services | 8.19 | 6.92 |
Consumer Defensive | 5.93 | 5.92 |
Basic Materials | 3.56 | 3.99 |
Energy | 3.22 | 4.15 |
Utilities | 2.46 | 2.62 |
Real Estate | 1.53 | 3.74 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds New Perspective R6 | - | 9.01 | - | - | |
American Funds Washington Mutual R6 | - | 8.03 | - | - | |
American Funds Fundamental Invs R6 | - | 7.99 | - | - | |
American Funds SMALLCAP World R6 | - | 7.98 | - | - | |
American Funds AMCAP R6 | - | 7.04 | - | - | |
American Funds American Balanced R6 | - | 7.02 | - | - | |
American Funds Growth Fund of Amer R6 | - | 7.02 | - | - | |
American Funds American Mutual R6 | - | 6.99 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 6.99 | - | - | |
American Funds New World R6 | - | 5.94 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2035 Trgt Date RetR6 | 35.79B | 12.73 | 3.35 | 8.71 | ||
American Funds 2030 Trgt Date RetR6 | 35.35B | 10.86 | 2.77 | 7.63 | ||
American Funds 2040 Trgt Date RetR6 | 33.44B | 14.79 | 4.14 | 9.35 | ||
American Funds Bond Fund of Amer F2 | 30.82B | 1.40 | -2.32 | 1.78 | ||
American Funds 2045 Trgt Date RetR6 | 28.74B | 15.17 | 4.23 | 9.52 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review