
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.18 | 2.22 | 0.04 |
Stocks | 0.01 | 0.01 | 0.00 |
Bonds | 90.62 | 90.62 | 0.00 |
Convertible | 0.62 | 0.62 | 0.00 |
Preferred | 6.58 | 6.58 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | - | 14.07 |
Price to Book | - | 1.89 |
Price to Sales | 0.16 | 1.63 |
Price to Cash Flow | 2.03 | 7.67 |
Dividend Yield | 1.72 | 3.62 |
5 Years Earnings Growth | - | 13.03 |
Name | Net % | Category Average |
---|---|---|
Utilities | 95.99 | 36.78 |
Communication Services | 3.44 | 18.41 |
Real Estate | 0.57 | 14.66 |
Number of long holdings: 10
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Long-Term Corporate Bond | US4642895118 | 20.03 | 49.99 | -0.06% | |
iShares Broad USD Investment Grade Corporate Bond | US4642886208 | 13.48 | 50.76 | -0.04% | |
iShares iBonds Dec 2031 Term Corp ETF | - | 12.50 | - | - | |
SPDR BloomBarclays Short Term High Yield Bond | US78468R4083 | 10.08 | 25.19 | +0.44% | |
iShares 0-5 Year High Yield Corp Bd ETF | - | 10.06 | - | - | |
Invesco Variable Rate Preferred | US46138G8704 | 10.01 | 24.25 | +0.17% | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 9.98 | 81.09 | -0.09% | |
iShares iBonds Dec 2029 Term Corp ETF | - | 7.47 | - | - | |
iShares iBonds Dec 2030 Term Corp ETF | - | 4.99 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Century Ultra Inv | 19.5B | -3.05 | 11.78 | 15.50 | ||
American Century Growth Inv | 9.52B | -2.12 | 11.64 | 14.25 | ||
American Century Select Inv | 4.59B | -1.96 | 11.62 | 14.08 | ||
American Century Heritage Inv | 3.87B | 0.13 | 8.53 | 10.19 | ||
American Century Mid Cap Value R6 | 2.85B | 3.86 | 5.99 | 8.54 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review