Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.73 | 9.89 | 4.16 |
Stocks | 56.94 | 56.94 | 0.00 |
Bonds | 36.59 | 36.59 | 0.00 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 0.63 | 0.63 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.36 | 17.14 |
Price to Book | 3.41 | 2.55 |
Price to Sales | 2.35 | 1.77 |
Price to Cash Flow | 13.26 | 10.66 |
Dividend Yield | 1.97 | 2.16 |
5 Years Earnings Growth | 11.51 | 11.39 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.44 | 21.26 |
Healthcare | 14.68 | 12.45 |
Industrials | 14.03 | 11.70 |
Financial Services | 12.39 | 14.80 |
Consumer Cyclical | 9.38 | 10.77 |
Consumer Defensive | 7.17 | 6.45 |
Communication Services | 7.17 | 6.56 |
Energy | 4.54 | 4.83 |
Basic Materials | 3.60 | 4.38 |
Utilities | 2.90 | 2.67 |
Real Estate | 1.70 | 4.18 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 8.00 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 7.09 | - | - | |
American Funds American Mutual R6 | - | 7.06 | - | - | |
American Funds AMCAP R6 | - | 6.11 | - | - | |
American Funds Bond Fund of Amer R6 | - | 5.88 | - | - | |
American Funds Inflation Linked Bd R6 | - | 5.75 | - | - | |
American Funds Washington Mutual R6 | - | 5.09 | - | - | |
American Funds Global Balanced R6 | - | 4.94 | - | - | |
American Funds Mortgage R6 | - | 4.92 | - | - | |
American Funds US Government Sec R6 | - | 4.92 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 33.3B | 4.50 | 2.57 | 7.27 | ||
American Funds 2035 Trgt Date RetR6 | 32.48B | 5.72 | 3.25 | 8.29 | ||
American Funds 2040 Trgt Date RetR6 | 30.16B | 6.89 | 3.93 | 8.85 | ||
American Funds Bond Fund of Amer F2 | 27.43B | -1.67 | -2.95 | 1.62 | ||
American Funds Bond Fund of Amer A | 25.19B | -1.78 | -3.20 | 1.37 |
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