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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.77 | 11.61 | 4.84 |
Stocks | 46.68 | 46.68 | 0.00 |
Bonds | 46.00 | 46.00 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.47 | 0.47 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.18 | 16.98 |
Price to Book | 3.15 | 2.51 |
Price to Sales | 2.24 | 1.76 |
Price to Cash Flow | 12.57 | 10.54 |
Dividend Yield | 2.33 | 2.21 |
5 Years Earnings Growth | 10.93 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.04 | 20.95 |
Healthcare | 15.05 | 12.21 |
Financial Services | 13.35 | 15.06 |
Industrials | 12.99 | 11.48 |
Consumer Defensive | 8.59 | 6.49 |
Consumer Cyclical | 7.98 | 10.55 |
Communication Services | 6.23 | 6.54 |
Energy | 5.54 | 4.96 |
Basic Materials | 4.20 | 4.43 |
Utilities | 3.73 | 2.70 |
Real Estate | 2.29 | 4.64 |
Number of long holdings: 25
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 7.94 | - | - | |
American Funds Bond Fund of Amer R6 | - | 7.70 | - | - | |
American Funds Inflation Linked Bd R6 | - | 7.52 | - | - | |
American Funds Income Fund of Amer R6 | - | 7.35 | - | - | |
American Funds American Mutual R6 | - | 6.04 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 5.99 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 5.71 | - | - | |
American Funds Mortgage R6 | - | 5.70 | - | - | |
American Funds Washington Mutual R6 | - | 4.91 | - | - | |
American Funds US Government Sec R6 | - | 4.86 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 33.12B | 1.60 | 2.03 | 7.22 | ||
American Funds 2035 Trgt Date RetR6 | 32.15B | 2.61 | 2.65 | 8.23 | ||
American Funds 2040 Trgt Date RetR6 | 29.78B | 3.44 | 3.25 | 8.75 | ||
American Funds Bond Fund of Amer F2 | 27.44B | -3.20 | -3.36 | 1.58 | ||
American Funds Bond Fund of Amer A | 25.06B | -3.28 | -3.61 | 1.32 |
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