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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.540 | 4.540 | 0.000 |
Stocks | 95.340 | 95.340 | 0.000 |
Other | 0.110 | 0.120 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.693 | 24.085 |
Price to Book | 3.402 | 4.524 |
Price to Sales | 2.352 | 3.306 |
Price to Cash Flow | 13.959 | 15.931 |
Dividend Yield | 1.441 | 1.221 |
5 Years Earnings Growth | 11.887 | 12.358 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.810 | 26.757 |
Healthcare | 16.330 | 16.390 |
Consumer Cyclical | 12.410 | 12.465 |
Financial Services | 11.740 | 13.457 |
Industrials | 11.680 | 11.837 |
Communication Services | 10.320 | 7.968 |
Consumer Defensive | 5.260 | 7.995 |
Basic Materials | 4.770 | 4.333 |
Energy | 3.330 | 3.360 |
Utilities | 0.740 | 2.282 |
Real Estate | 0.610 | 1.929 |
Number of long holdings: 258
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.86 | - | - | |
Meta Platforms Inc Class A | - | 3.35 | - | - | |
Novo Nordisk B | DK0062498333 | 3.00 | 883.2 | +0.07% | |
Taiwan Semicon | TW0002330008 | 2.55 | 796.00 | -0.75% | |
Broadcom Inc | - | 2.43 | - | - | |
Eli Lilly and Co | - | 1.65 | - | - | |
AstraZeneca | GB0009895292 | 1.58 | 12,370.0 | +0.31% | |
NVIDIA Corp | - | 1.49 | - | - | |
Tesla | US88160R1014 | 1.38 | 168.47 | -2.04% | |
Netflix Inc | - | 1.17 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fundu | 13.81B | 4.41 | 1.82 | 10.03 | ||
Capital Group New Perspective Funbu | 13.81B | 4.06 | 0.81 | 8.96 | ||
Capital Group New Perspective Funzu | 13.81B | 4.30 | 1.56 | 9.83 | ||
Capital Group New Perspective Fuzdu | 13.81B | 4.29 | 1.56 | 9.83 | ||
Cap Group New Perspective lux C | 13.81B | 4.59 | 2.37 | - |
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