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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.110 | 7.190 | 0.080 |
Stocks | 55.270 | 55.270 | 0.000 |
Bonds | 38.570 | 40.100 | 1.530 |
Preferred | 0.100 | 0.100 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.398 | 16.608 |
Price to Book | 1.274 | 2.418 |
Price to Sales | 1.177 | 1.719 |
Price to Cash Flow | 4.284 | 10.145 |
Dividend Yield | 2.090 | 2.480 |
5 Years Earnings Growth | 10.144 | 10.883 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.200 | 15.133 |
Industrials | 14.130 | 12.248 |
Technology | 13.540 | 19.799 |
Consumer Cyclical | 10.440 | 10.971 |
Healthcare | 10.380 | 12.916 |
Consumer Defensive | 6.700 | 7.819 |
Energy | 6.150 | 4.279 |
Basic Materials | 4.140 | 5.235 |
Utilities | 3.790 | 3.392 |
Communication Services | 3.280 | 6.716 |
Real Estate | 1.250 | 3.743 |
Number of long holdings: 44
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AXA Rosenberg US Equity Alpha A GBP | - | 22.07 | - | - | |
AXAWF Fram Italy M Cap EUR | - | 19.18 | - | - | |
AXA World Funds Euro Credit IG M Capitalisation | LU0361850406 | 10.10 | 142.690 | -0.03% | |
AXA World Funds - Euro Inflation Bonds M Capitalis | LU0227148136 | 9.83 | 151.330 | -0.09% | |
AXAWF Fram Europe M Cap EUR | LU0389656629 | 9.46 | - | - | |
AXA Rosenberg Japan Equity Alp A GBP Hdg | IE00B5NP8358 | 3.36 | - | - | |
iShares MSCI Australia ETF | - | 1.72 | - | - | |
US Treasury Note | - | 1.36 | - | - | |
US Treasury Note | - | 1.34 | - | - | |
France 6Y | FR0010604983 | 1.21 | 2.988 | -0.50% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AXA MPS Previdenza per Te Garantita | 0.42 | -0.75 | -0.37 | |||
AXA MPS Previdenza per Te Crescita | 4.54 | 3.08 | 4.82 | |||
AXA MPS Previdenza per Te Stabilita | 1.46 | 0.65 | 2.20 | |||
AXA MPS Previdenza Azienda Combinat | 7.22 | 4.91 | 6.64 | |||
AXA MPS Previdenza Azienda Sviluppo | 10.22 | 5.78 | 8.42 |
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