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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.330 | 2.360 | 0.030 |
Stocks | 95.540 | 95.540 | 0.000 |
Bonds | 0.940 | 0.940 | 0.000 |
Other | 1.190 | 1.260 | 0.070 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.952 | 14.418 |
Price to Book | 2.037 | 2.070 |
Price to Sales | 1.073 | 1.440 |
Price to Cash Flow | 8.488 | 9.553 |
Dividend Yield | 4.343 | 3.366 |
5 Years Earnings Growth | 8.378 | 10.042 |
Name | Net % | Category Average |
---|---|---|
Industrials | 21.070 | 16.716 |
Financial Services | 14.560 | 19.011 |
Basic Materials | 11.050 | 6.413 |
Healthcare | 10.100 | 14.467 |
Consumer Defensive | 9.730 | 10.672 |
Utilities | 9.320 | 4.379 |
Consumer Cyclical | 9.180 | 10.057 |
Technology | 9.170 | 9.367 |
Energy | 3.220 | 4.451 |
Communication Services | 2.610 | 5.452 |
Number of long holdings: 66
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SAP | DE0007164600 | 5.60 | 242.600 | +2.41% | |
Imperial Brands | GB0004544929 | 4.98 | 2,785.00 | -0.11% | |
Engie | FR0010208488 | 3.78 | 17.24 | -0.40% | |
Novo Nordisk B | DK0062498333 | 3.25 | 530.2 | +0.99% | |
Glencore | JE00B4T3BW64 | 3.18 | 320.75 | +2.62% | |
Next | GB0032089863 | 3.11 | 9,680.0 | +0.94% | |
AstraZeneca | GB0009895292 | 2.66 | 11,994.0 | +0.94% | |
Antofagasta | GB0000456144 | 2.56 | 1,851.50 | +2.41% | |
SSE | GB0007908733 | 2.56 | 1,524.00 | +1.63% | |
ING Groep | NL0011821202 | 2.35 | 18.54 | +1.31% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funzc | 16.16B | 3.32 | 7.86 | 10.48 | ||
Capital Group New Perspective Fuzdc | 16.16B | 3.30 | 7.87 | 10.48 | ||
Capital Group New Perspective Fubc | 16.16B | 3.23 | 7.06 | 9.62 | ||
Capital Group New Perspective Fundc | 16.16B | 3.37 | 8.16 | 10.70 | ||
Capital Group Global Allocation Fzc | 1.56B | 2.65 | 6.45 | 6.38 |
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