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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.910 | 3.910 | 0.000 |
Stocks | 96.010 | 96.010 | 0.000 |
Bonds | 0.050 | 0.050 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.956 | 21.774 |
Price to Book | 4.035 | 4.359 |
Price to Sales | 2.925 | 2.587 |
Price to Cash Flow | 15.181 | 14.530 |
Dividend Yield | 1.593 | 1.465 |
5 Years Earnings Growth | 12.832 | 11.775 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.390 | 25.046 |
Industrials | 15.590 | 9.762 |
Healthcare | 12.840 | 14.533 |
Financial Services | 11.100 | 16.133 |
Communication Services | 10.480 | 8.335 |
Consumer Cyclical | 10.330 | 10.739 |
Consumer Defensive | 5.660 | 7.058 |
Basic Materials | 4.050 | 3.199 |
Energy | 2.270 | 3.887 |
Utilities | 2.230 | 3.196 |
Real Estate | 1.060 | 2.201 |
Number of long holdings: 212
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.94 | - | - | |
Broadcom Inc | - | 5.90 | - | - | |
GE Aerospace | - | 4.61 | - | - | |
Meta Platforms Inc Class A | - | 4.16 | - | - | |
Amazon.com Inc | - | 3.53 | - | - | |
Alphabet Inc Class A | - | 2.31 | - | - | |
RTX Corp | - | 2.24 | - | - | |
Alphabet Inc Class C | - | 2.11 | - | - | |
Mastercard Inc Class A | - | 2.05 | - | - | |
Abbott Laboratories | - | 1.94 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group Global Equity Fd F | 12.8B | 13.54 | 4.32 | 11.28 | ||
Capital Group Global Equity Fd A | 12.8B | 13.23 | 3.18 | 10.05 | ||
Capital Group Global Equity Fd D | 12.8B | 13.45 | 3.97 | 10.78 |
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