Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.42 | 4.42 | 0.00 |
Stocks | 46.64 | 46.64 | 0.00 |
Bonds | 48.19 | 48.19 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.71 | 0.71 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.53 | 16.69 |
Price to Book | 3.30 | 2.50 |
Price to Sales | 2.33 | 1.76 |
Price to Cash Flow | 13.71 | 10.49 |
Dividend Yield | 2.23 | 2.58 |
5 Years Earnings Growth | 11.28 | 10.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.95 | 18.68 |
Industrials | 17.68 | 11.14 |
Healthcare | 15.78 | 12.46 |
Financial Services | 11.65 | 15.16 |
Consumer Cyclical | 7.48 | 8.94 |
Consumer Defensive | 7.22 | 7.34 |
Communication Services | 5.23 | 6.16 |
Energy | 5.00 | 6.42 |
Basic Materials | 4.84 | 4.23 |
Utilities | 3.26 | 3.89 |
Real Estate | 0.91 | 6.86 |
Number of long holdings: 9
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American High-Income Municipal Bond R-6 | - | 25.03 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 19.98 | - | - | |
American Funds Tax Exempt Bond R-6 | - | 15.02 | - | - | |
Capital Group Dividend Value | US14020W1062 | 14.93 | 33.09 | +0.81% | |
American Funds American Mutual R6 | - | 10.00 | - | - | |
American Funds Ltd-Term Tx-Ex Bd R-6 | - | 9.50 | - | - | |
American Funds Washington Mutual R6 | - | 5.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.87B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 104B | 2.71 | 3.71 | 7.63 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 5.25 | 3.31 | 10.28 | ||
American Funds Invmt Co of Amer A | 86.87B | 6.71 | 9.18 | 10.97 | ||
American Funds Washington Mutual A | 83.74B | 4.97 | 8.68 | 10.82 |
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