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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 | 24.032 |
Price to Book | 3.402 | 4.517 |
Price to Sales | 2.352 | 3.291 |
Price to Cash Flow | 13.959 | 15.892 |
Dividend Yield | 1.441 | 1.221 |
5 Years Earnings Growth | 11.887 | 12.392 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.810 | 26.687 |
Healthcare | 16.330 | 16.365 |
Consumer Cyclical | 12.410 | 12.488 |
Financial Services | 11.740 | 13.478 |
Industrials | 11.680 | 11.873 |
Communication Services | 10.320 | 7.955 |
Consumer Defensive | 5.260 | 8.048 |
Basic Materials | 4.770 | 4.328 |
Energy | 3.330 | 3.307 |
Utilities | 0.740 | 2.277 |
Real Estate | 0.610 | 1.947 |
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 | 850.6 | -2.58% | |
Taiwan Semicon | TW0002330008 | 2.55 | 780.00 | +1.04% | |
Broadcom Inc | - | 2.43 | - | - | |
Eli Lilly and Co | - | 1.65 | - | - | |
AstraZeneca | GB0009895292 | 1.58 | 12,050.0 | -0.87% | |
NVIDIA Corp | - | 1.49 | - | - | |
Tesla | US88160R1014 | 1.38 | 181.14 | +0.63% | |
Netflix Inc | - | 1.17 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fubde | 13.5B | 7.74 | 3.68 | 9.30 | ||
Cap Group NewPerspective lux A7 EUR | 13.5B | 8.04 | 4.82 | - | ||
CapGroup NewPerspective lux ZLd EUR | 13.5B | 8.06 | 4.70 | 10.35 | ||
Capital Group New Perspective Funde | 13.5B | 8.02 | 4.73 | 10.38 | ||
Capital Group New Perspective Funbe | 13.5B | 7.78 | 3.68 | 9.31 |
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