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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.25 | 5.60 | 1.35 |
Stocks | 85.38 | 85.38 | 0.00 |
Bonds | 9.79 | 9.79 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.15 | 0.15 | 0.00 |
Other | 0.42 | 0.42 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.73 | 17.65 |
Price to Book | 3.41 | 2.61 |
Price to Sales | 2.27 | 1.85 |
Price to Cash Flow | 13.27 | 11.10 |
Dividend Yield | 1.86 | 2.09 |
5 Years Earnings Growth | 12.24 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.14 | 22.80 |
Healthcare | 14.55 | 12.40 |
Industrials | 14.48 | 11.45 |
Financial Services | 12.08 | 15.06 |
Consumer Cyclical | 10.30 | 10.71 |
Communication Services | 7.44 | 6.78 |
Consumer Defensive | 6.36 | 6.12 |
Energy | 4.18 | 4.48 |
Basic Materials | 3.86 | 4.12 |
Utilities | 2.26 | 2.48 |
Real Estate | 1.35 | 3.58 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Fundamental Invs R6 | - | 7.99 | - | - | |
American Funds American Balanced R6 | - | 7.90 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 7.24 | - | - | |
American Funds Growth Fund of Amer R6 | - | 7.21 | - | - | |
American Funds New Perspective R6 | - | 7.17 | - | - | |
American Funds Washington Mutual R6 | - | 7.09 | - | - | |
American Funds AMCAP R6 | - | 7.07 | - | - | |
American Funds SMALLCAP World R6 | - | 7.03 | - | - | |
American Funds American Mutual R6 | - | 6.99 | - | - | |
American Funds New World R6 | - | 5.25 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 35.33B | 10.67 | 3.45 | 7.61 | ||
American Funds 2035 Trgt Date RetR6 | 34.71B | 12.12 | 3.98 | 8.65 | ||
American Funds 2040 Trgt Date RetR6 | 32.28B | 13.56 | 4.61 | 9.22 | ||
American Funds Bond Fund of Amer F2 | 31.45B | 3.22 | -1.90 | 2.03 | ||
American Funds 2045 Trgt Date RetR6 | 27.32B | 13.95 | 4.67 | 9.40 |
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