Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.420 | 4.420 | 0.000 |
Stocks | 93.700 | 93.700 | 0.000 |
Bonds | 0.840 | 0.840 | 0.000 |
Other | 1.030 | 1.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.761 | 14.172 |
Price to Book | 2.313 | 2.051 |
Price to Sales | 1.145 | 1.419 |
Price to Cash Flow | 9.520 | 9.408 |
Dividend Yield | 4.244 | 3.425 |
5 Years Earnings Growth | 7.541 | 10.071 |
Name | Net % | Category Average |
---|---|---|
Industrials | 21.580 | 16.706 |
Financial Services | 13.250 | 18.300 |
Basic Materials | 12.580 | 6.547 |
Healthcare | 11.210 | 14.905 |
Utilities | 9.830 | 4.576 |
Consumer Defensive | 9.290 | 10.924 |
Consumer Cyclical | 9.000 | 9.938 |
Technology | 7.840 | 9.113 |
Energy | 3.170 | 4.541 |
Communication Services | 2.240 | 5.237 |
Number of long holdings: 64
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SAP | DE0007164600 | 4.57 | 239.250 | +1.87% | |
Imperial Brands | GB0004544929 | 3.98 | 2,618.00 | +0.54% | |
Novo Nordisk B | DK0062498333 | 3.95 | 618.3 | -3.01% | |
Glencore | JE00B4T3BW64 | 3.63 | 366.70 | +1.41% | |
Engie | FR0010208488 | 3.61 | 15.65 | +0.19% | |
Antofagasta | GB0000456144 | 3.06 | 1,642.50 | +3.24% | |
Next | GB0032089863 | 3.01 | 9,554.0 | +0.34% | |
SSE | GB0007908733 | 2.82 | 1,616.00 | -0.68% | |
AstraZeneca | GB0009895292 | 2.79 | 10,712.0 | +1.11% | |
ING Groep | NL0011821202 | 2.40 | 15.36 | +1.32% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fundc | 15.86B | 18.34 | 3.65 | 10.83 | ||
Capital Group New Perspective Funzc | 15.86B | 18.04 | 3.39 | 10.62 | ||
Capital Group New Perspective Fuzdc | 15.86B | 18.05 | 3.39 | 10.62 | ||
Capital Group New Perspective Fubc | 15.86B | 17.23 | 2.61 | 9.75 | ||
Capital Group Global Allocation Fzc | 1.5B | 15.53 | 4.72 | 7.15 |
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