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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.79 | 10.64 | 4.85 |
Stocks | 46.92 | 46.92 | 0.00 |
Bonds | 46.56 | 46.56 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 0.63 | 0.63 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.50 | 16.98 |
Price to Book | 3.26 | 2.51 |
Price to Sales | 2.28 | 1.76 |
Price to Cash Flow | 12.88 | 10.54 |
Dividend Yield | 2.25 | 2.21 |
5 Years Earnings Growth | 10.78 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.22 | 20.95 |
Healthcare | 14.64 | 12.21 |
Industrials | 13.30 | 11.48 |
Financial Services | 13.28 | 15.06 |
Consumer Cyclical | 8.16 | 10.55 |
Consumer Defensive | 8.13 | 6.49 |
Communication Services | 6.57 | 6.54 |
Energy | 5.33 | 4.96 |
Basic Materials | 3.63 | 4.43 |
Utilities | 3.61 | 2.70 |
Real Estate | 2.13 | 4.64 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 8.13 | - | - | |
American Funds Bond Fund of Amer R6 | - | 7.74 | - | - | |
American Funds Inflation Linked Bd R6 | - | 7.56 | - | - | |
American Funds Income Fund of Amer R6 | - | 7.55 | - | - | |
American Funds American Mutual R6 | - | 6.19 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 6.18 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 5.73 | - | - | |
American Funds Mortgage R6 | - | 5.73 | - | - | |
American Funds Washington Mutual R6 | - | 5.04 | - | - | |
American Funds Capital Income Bldr R6 | - | 4.93 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 32.87B | 1.60 | 2.03 | 7.22 | ||
American Funds 2035 Trgt Date RetR6 | 31.92B | 2.61 | 2.65 | 8.23 | ||
American Funds 2040 Trgt Date RetR6 | 29.56B | 3.44 | 3.25 | 8.75 | ||
American Funds Bond Fund of Amer F2 | 27.05B | -3.20 | -3.36 | 1.58 | ||
American Funds Bond Fund of Amer A | 24.94B | -3.28 | -3.61 | 1.32 |
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