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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.980 | 1.990 | 0.010 |
Stocks | 72.100 | 72.170 | 0.070 |
Bonds | 23.530 | 23.530 | 0.000 |
Convertible | 0.600 | 0.600 | 0.000 |
Preferred | 0.110 | 0.110 | 0.000 |
Other | 1.680 | 1.680 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.393 | 16.483 |
Price to Book | 3.038 | 2.411 |
Price to Sales | 2.168 | 1.685 |
Price to Cash Flow | 12.107 | 10.126 |
Dividend Yield | 2.011 | 2.444 |
5 Years Earnings Growth | 9.744 | 10.658 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.160 | 20.071 |
Healthcare | 15.150 | 12.703 |
Financial Services | 14.070 | 14.552 |
Consumer Cyclical | 11.050 | 11.057 |
Industrials | 9.180 | 12.458 |
Consumer Defensive | 7.850 | 7.793 |
Communication Services | 7.740 | 6.990 |
Basic Materials | 4.250 | 5.908 |
Energy | 3.060 | 4.040 |
Utilities | 2.060 | 2.968 |
Real Estate | 1.410 | 3.227 |
Number of long holdings: 1
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Universal Invest High HC | LU0471613637 | 100.00 | 299.650 | +0.37% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Global Flexible C Inc | 3.68B | 6.74 | 3.81 | 4.84 | ||
Portfolio Global Medium C Inc | 2.63B | 5.11 | 2.39 | 3.95 | ||
Universal Global Flexible B Inc | 2.21B | 6.62 | 3.55 | 4.62 | ||
Portfolio Global High C Inc | 2.04B | 8.36 | 5.10 | 6.58 | ||
Portfolio Global Medium B Inc | 1.67B | 5.00 | 2.13 | 3.69 |
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