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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.96 | 10.90 | 4.94 |
Stocks | 44.06 | 44.06 | 0.00 |
Bonds | 49.23 | 49.23 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 0.66 | 0.66 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.95 | 17.51 |
Price to Book | 3.16 | 2.45 |
Price to Sales | 2.21 | 1.73 |
Price to Cash Flow | 12.58 | 10.07 |
Dividend Yield | 2.44 | 2.26 |
5 Years Earnings Growth | 10.30 | 10.99 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.05 | 19.86 |
Healthcare | 14.52 | 12.59 |
Financial Services | 14.00 | 15.05 |
Industrials | 12.74 | 11.40 |
Consumer Defensive | 8.72 | 6.84 |
Consumer Cyclical | 7.49 | 10.70 |
Communication Services | 6.24 | 6.60 |
Energy | 5.94 | 4.84 |
Utilities | 4.17 | 3.10 |
Basic Materials | 3.61 | 4.41 |
Real Estate | 2.52 | 4.65 |
Number of long holdings: 21
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Income Fund of Amer R6 | - | 11.49 | - | - | |
American Funds American Balanced R6 | - | 8.05 | - | - | |
American Funds Bond Fund of Amer R6 | - | 7.92 | - | - | |
American Funds Inflation Linked Bd R6 | - | 7.89 | - | - | |
American Funds American Mutual R6 | - | 6.05 | - | - | |
American Funds Capital Income Bldr R6 | - | 5.92 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 5.91 | - | - | |
American Funds Mortgage R6 | - | 5.91 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 5.16 | - | - | |
American Funds Washington Mutual R6 | - | 5.03 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 33.74B | 4.50 | 2.57 | 7.27 | ||
American Funds 2035 Trgt Date RetR6 | 32.97B | 5.72 | 3.25 | 8.29 | ||
American Funds 2040 Trgt Date RetR6 | 30.67B | 6.89 | 3.93 | 8.85 | ||
American Funds Bond Fund of Amer F2 | 27.57B | -1.67 | -2.95 | 1.62 | ||
American Funds Bond Fund of Amer A | 25.35B | -1.78 | -3.20 | 1.37 |
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