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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.890 | 4.890 | 0.000 |
Stocks | 94.990 | 94.990 | 0.000 |
Other | 0.130 | 0.130 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.152 | 24.507 |
Price to Book | 3.378 | 4.561 |
Price to Sales | 2.627 | 3.382 |
Price to Cash Flow | 14.290 | 16.462 |
Dividend Yield | 1.665 | 1.257 |
5 Years Earnings Growth | 12.424 | 13.111 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.060 | 27.112 |
Healthcare | 17.180 | 16.251 |
Industrials | 12.130 | 11.910 |
Financial Services | 11.890 | 13.668 |
Consumer Cyclical | 11.570 | 12.261 |
Communication Services | 10.570 | 8.143 |
Consumer Defensive | 4.710 | 7.365 |
Basic Materials | 4.620 | 4.110 |
Energy | 3.080 | 3.207 |
Utilities | 0.750 | 2.429 |
Real Estate | 0.440 | 1.822 |
Number of long holdings: 254
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.40 | 428.02 | -0.76% | |
Meta Platforms | US30303M1027 | 3.18 | 567.36 | -0.08% | |
Novo Nordisk B | DK0062498333 | 3.03 | 796.5 | -4.59% | |
Taiwan Semicon | TW0002330008 | 2.98 | 1,000.00 | -1.48% | |
Broadcom | US11135F1012 | 2.67 | 172.69 | -3.03% | |
Tesla | US88160R1014 | 1.88 | 260.46 | +2.45% | |
NVIDIA | US67066G1040 | 1.88 | 121.40 | -2.13% | |
AstraZeneca | GB0009895292 | 1.77 | 11,654.0 | -0.56% | |
Eli Lilly | US5324571083 | 1.52 | 877.79 | -3.47% | |
Vertex | US92532F1003 | 1.33 | 462.88 | -0.06% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funzg | 15.91B | 15.17 | 2.46 | 10.51 | ||
Capital Group New Perspective Fuzdg | 15.91B | 15.16 | 2.45 | 10.50 | ||
Capital Group New Perspective Fuzgg | 15.91B | 15.15 | 2.46 | 10.52 | ||
Capital Group New Perspective Fubg | 15.91B | 14.56 | 1.68 | 9.63 | ||
Capital Group New Perspective Fubdg | 15.91B | 14.59 | 1.69 | 9.63 |
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