Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.330 | 4.330 | 0.000 |
Stocks | 95.550 | 95.550 | 0.000 |
Other | 0.130 | 0.130 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.043 | 24.219 |
Price to Book | 3.501 | 4.599 |
Price to Sales | 2.773 | 3.405 |
Price to Cash Flow | 14.339 | 16.444 |
Dividend Yield | 1.591 | 1.245 |
5 Years Earnings Growth | 14.253 | 13.246 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.410 | 27.077 |
Healthcare | 16.720 | 16.247 |
Consumer Cyclical | 12.410 | 12.382 |
Financial Services | 12.200 | 13.701 |
Industrials | 11.990 | 11.919 |
Communication Services | 11.070 | 8.246 |
Consumer Defensive | 4.650 | 7.511 |
Basic Materials | 4.520 | 4.117 |
Energy | 2.640 | 3.065 |
Utilities | 0.920 | 2.492 |
Real Estate | 0.450 | 1.852 |
Number of long holdings: 254
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 3.69 | 576.47 | -0.08% | |
Microsoft | US5949181045 | 3.35 | 418.16 | +0.35% | |
Taiwan Semicon | TW0002330008 | 3.04 | 1,085.00 | +4.83% | |
Broadcom | US11135F1012 | 2.74 | 179.89 | -0.90% | |
Novo Nordisk B | DK0062498333 | 2.57 | 807.2 | -1.15% | |
Tesla | US88160R1014 | 2.02 | 220.70 | -0.09% | |
NVIDIA | US67066G1040 | 1.98 | 138.00 | +0.78% | |
AstraZeneca | GB0009895292 | 1.67 | 11,946.0 | -0.65% | |
Eli Lilly | US5324571083 | 1.56 | 917.97 | +0.09% | |
Netflix | US64110L1061 | 1.29 | 763.89 | +11.09% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fundc | 15.71B | 17.72 | 4.90 | 11.20 | ||
Capital Group New Perspective Funzc | 15.71B | 17.46 | 4.63 | 10.99 | ||
Capital Group New Perspective Fuzdc | 15.71B | 17.49 | 4.64 | 10.99 | ||
Capital Group New Perspective Fubc | 15.71B | 16.80 | 3.85 | 10.11 | ||
Capital Group Global Allocation Fzc | 1.51B | 10.83 | 4.63 | 7.03 |
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