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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.69 | 10.89 | 4.20 |
Stocks | 56.66 | 56.66 | 0.00 |
Bonds | 36.10 | 36.10 | 0.00 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.46 | 0.46 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.03 | 17.24 |
Price to Book | 3.30 | 2.56 |
Price to Sales | 2.31 | 1.78 |
Price to Cash Flow | 12.93 | 10.66 |
Dividend Yield | 2.04 | 2.13 |
5 Years Earnings Growth | 11.63 | 11.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.32 | 21.26 |
Healthcare | 15.23 | 12.52 |
Industrials | 13.58 | 11.63 |
Financial Services | 12.49 | 14.79 |
Consumer Cyclical | 9.34 | 10.87 |
Consumer Defensive | 7.58 | 6.49 |
Communication Services | 6.71 | 6.46 |
Energy | 4.79 | 4.75 |
Basic Materials | 4.14 | 4.40 |
Utilities | 3.01 | 2.65 |
Real Estate | 1.81 | 4.24 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 7.82 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 6.88 | - | - | |
American Funds American Mutual R6 | - | 6.88 | - | - | |
American Funds AMCAP R6 | - | 5.95 | - | - | |
American Funds Bond Fund of Amer R6 | - | 5.85 | - | - | |
American Funds Inflation Linked Bd R6 | - | 5.72 | - | - | |
American Funds Washington Mutual R6 | - | 4.96 | - | - | |
American Funds US Government Sec R6 | - | 4.90 | - | - | |
American Funds Mortgage R6 | - | 4.90 | - | - | |
American Funds Global Balanced R6 | - | 4.84 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 32.76B | 1.60 | 2.03 | 7.22 | ||
American Funds 2035 Trgt Date RetR6 | 31.72B | 2.61 | 2.65 | 8.23 | ||
American Funds 2040 Trgt Date RetR6 | 29.37B | 3.44 | 3.25 | 8.75 | ||
American Funds Bond Fund of Amer F2 | 27.29B | -3.20 | -3.36 | 1.58 | ||
American Funds Bond Fund of Amer A | 24.95B | -3.28 | -3.61 | 1.32 |
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