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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.150 | 3.150 | 0.000 |
Stocks | 96.730 | 96.730 | 0.000 |
Other | 0.120 | 0.120 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.928 | 16.342 |
Price to Book | 3.516 | 2.722 |
Price to Sales | 2.801 | 2.092 |
Price to Cash Flow | 14.365 | 10.483 |
Dividend Yield | 1.624 | 2.778 |
5 Years Earnings Growth | 14.148 | 13.012 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.510 | 20.011 |
Healthcare | 16.550 | 12.883 |
Consumer Cyclical | 12.600 | 12.526 |
Financial Services | 12.560 | 19.445 |
Industrials | 11.900 | 13.902 |
Communication Services | 11.130 | 9.222 |
Basic Materials | 4.320 | 9.101 |
Consumer Defensive | 4.300 | 8.423 |
Energy | 2.700 | 8.368 |
Utilities | 0.980 | 5.566 |
Real Estate | 0.450 | 4.457 |
Number of long holdings: 255
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 3.78 | 606.20 | +1.06% | |
Microsoft | US5949181045 | 3.26 | 437.64 | +0.55% | |
Taiwan Semicon | TW0002330008 | 3.23 | 1,080.00 | 0.00% | |
Broadcom | US11135F1012 | 2.79 | 237.97 | +2.42% | |
Novo Nordisk B | DK0062498333 | 2.50 | 622.6 | +5.67% | |
NVIDIA | US67066G1040 | 2.24 | 141.13 | +1.05% | |
Tesla | US88160R1014 | 1.96 | 451.93 | +4.95% | |
AstraZeneca | GB0009895292 | 1.58 | 10,478.0 | +0.54% | |
Eli Lilly | US5324571083 | 1.51 | 795.33 | -0.12% | |
Netflix | US64110L1061 | 1.41 | 932.17 | +2.27% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funde | 15.83B | 18.34 | 3.65 | 10.83 | ||
Capital Group New Perspective Funbe | 15.83B | 17.23 | 2.61 | 9.75 | ||
Capital Group New Perspective Funze | 15.83B | 18.04 | 3.39 | 10.62 | ||
Capital Group New Perspective Fuzde | 15.83B | 18.05 | 3.39 | 10.62 | ||
Cap Group New Perspective lux N | 15.83B | 16.59 | 1.96 | - |
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