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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.82 | 8.40 | 1.58 |
Stocks | 78.54 | 78.54 | 0.00 |
Bonds | 14.07 | 14.07 | 0.00 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.12 | 0.12 | 0.00 |
Other | 0.43 | 0.43 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.75 | 17.31 |
Price to Book | 3.41 | 2.53 |
Price to Sales | 2.34 | 1.76 |
Price to Cash Flow | 13.19 | 10.58 |
Dividend Yield | 1.81 | 2.17 |
5 Years Earnings Growth | 12.28 | 11.46 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.66 | 21.58 |
Healthcare | 15.35 | 12.56 |
Industrials | 13.58 | 11.64 |
Financial Services | 12.01 | 14.90 |
Consumer Cyclical | 10.29 | 11.00 |
Communication Services | 6.97 | 6.46 |
Consumer Defensive | 6.82 | 6.34 |
Energy | 4.26 | 4.63 |
Basic Materials | 4.13 | 4.35 |
Utilities | 2.45 | 2.53 |
Real Estate | 1.50 | 4.01 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 7.82 | - | - | |
American Funds Fundamental Invs R6 | - | 7.10 | - | - | |
American Funds Growth Fund of Amer R6 | - | 7.03 | - | - | |
American Funds AMCAP R6 | - | 6.98 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 6.87 | - | - | |
American Funds American Mutual R6 | - | 6.72 | - | - | |
American Funds New Perspective R6 | - | 6.68 | - | - | |
American Funds Washington Mutual R6 | - | 5.97 | - | - | |
American Funds SMALLCAP World R6 | - | 5.86 | - | - | |
American Funds US Government Sec R6 | - | 4.99 | - | - |
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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