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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.050 | 4.050 | 0.000 |
Stocks | 95.950 | 95.950 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.608 | 18.312 |
Price to Book | 3.766 | 3.093 |
Price to Sales | 2.990 | 2.255 |
Price to Cash Flow | 14.079 | 12.481 |
Dividend Yield | 1.791 | 2.009 |
5 Years Earnings Growth | 10.503 | 10.623 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.960 | 23.997 |
Industrials | 17.220 | 11.446 |
Financial Services | 14.730 | 16.392 |
Healthcare | 12.680 | 13.074 |
Consumer Cyclical | 7.830 | 10.765 |
Communication Services | 7.520 | 7.996 |
Utilities | 5.570 | 2.539 |
Consumer Defensive | 5.500 | 7.546 |
Energy | 3.460 | 3.477 |
Basic Materials | 2.910 | 3.920 |
Real Estate | 0.620 | 2.724 |
Number of long holdings: 199
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.29 | 195.54 | +2.18% | |
Microsoft | US5949181045 | 2.88 | 388.56 | +2.58% | |
Apple | US0378331005 | 2.52 | 213.49 | +1.82% | |
Taiwan Semiconductor | US8740391003 | 2.20 | 174.09 | +1.46% | |
Safran | FR0000073272 | 2.08 | 250.70 | +2.28% | |
Novo Nordisk B | DK0062498333 | 1.97 | 530.2 | +0.99% | |
JPMorgan | US46625H1005 | 1.96 | 232.44 | +3.22% | |
Alphabet A | US02079K3059 | 1.90 | 165.49 | +1.68% | |
SAP | DE0007164600 | 1.83 | 242.600 | +2.41% | |
GE Aerospace | US3696043013 | 1.63 | 197.11 | +2.44% |
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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