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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.430 | 3.430 | 0.000 |
Stocks | 96.520 | 96.520 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.112 | 24.007 |
Price to Book | 3.733 | 4.516 |
Price to Sales | 3.255 | 3.287 |
Price to Cash Flow | 13.796 | 15.874 |
Dividend Yield | 1.370 | 1.223 |
5 Years Earnings Growth | 15.607 | 12.399 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.640 | 26.653 |
Consumer Cyclical | 18.340 | 12.511 |
Financial Services | 13.760 | 13.477 |
Healthcare | 12.350 | 16.378 |
Communication Services | 11.130 | 7.939 |
Industrials | 8.390 | 11.865 |
Basic Materials | 5.320 | 4.322 |
Consumer Defensive | 4.680 | 8.070 |
Energy | 2.550 | 3.324 |
Utilities | 1.260 | 2.306 |
Real Estate | 0.580 | 1.956 |
Number of long holdings: 305
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Tesla Inc | - | 5.87 | - | - | |
Microsoft Corp | - | 3.53 | - | - | |
Facebook Inc Class A | - | 2.98 | - | - | |
Taiwan Semicon | TW0002330008 | 2.95 | 790.00 | -0.63% | |
Amazon.com Inc | - | 2.91 | - | - | |
PayPal Holdings Inc | - | 1.82 | - | - | |
ASML Holding | NL0010273215 | 1.62 | 832.70 | -1.77% | |
JPMorgan Chase & Co | - | 1.49 | - | - | |
Alphabet Inc Class C | - | 1.33 | - | - | |
Alphabet Inc Class A | - | 1.32 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funde | 13.54B | 8.02 | 4.73 | 10.38 | ||
Capital Group New Perspective Funbe | 13.54B | 7.78 | 3.68 | 9.31 | ||
Capital Group New Perspective Funze | 13.54B | 7.97 | 4.46 | 10.18 | ||
Capital Group New Perspective Fuzde | 13.54B | 7.96 | 4.46 | 10.18 | ||
Cap Group New Perspective lux N | 13.54B | 7.64 | 3.02 | - |
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