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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.36 | 11.29 | 4.93 |
Stocks | 39.53 | 39.53 | 0.00 |
Bonds | 53.41 | 53.41 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.60 | 0.60 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.56 | 16.45 |
Price to Book | 3.08 | 2.41 |
Price to Sales | 2.16 | 1.73 |
Price to Cash Flow | 12.35 | 9.84 |
Dividend Yield | 2.58 | 2.28 |
5 Years Earnings Growth | 10.03 | 11.38 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.03 | 19.65 |
Financial Services | 14.50 | 15.63 |
Healthcare | 14.41 | 11.87 |
Industrials | 12.42 | 11.13 |
Consumer Defensive | 9.02 | 6.67 |
Consumer Cyclical | 7.22 | 10.57 |
Energy | 6.35 | 5.45 |
Communication Services | 6.07 | 6.03 |
Utilities | 4.52 | 2.82 |
Basic Materials | 3.66 | 4.70 |
Real Estate | 2.79 | 5.49 |
Number of long holdings: 21
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Income Fund of Amer R6 | - | 12.90 | - | - | |
American Funds Bond Fund of Amer R6 | - | 8.76 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 8.45 | - | - | |
American Funds Inflation Linked Bd R6 | - | 7.91 | - | - | |
American Funds American Balanced R6 | - | 7.15 | - | - | |
American Funds American Mutual R6 | - | 6.04 | - | - | |
American Funds Capital Income Bldr R6 | - | 6.02 | - | - | |
American Funds Mortgage R6 | - | 5.93 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 4.99 | - | - | |
American Funds Washington Mutual R6 | - | 4.17 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 33B | 1.60 | 2.03 | 7.22 | ||
American Funds 2035 Trgt Date RetR6 | 32.08B | 2.61 | 2.65 | 8.23 | ||
American Funds 2040 Trgt Date RetR6 | 29.73B | 3.44 | 3.25 | 8.75 | ||
American Funds Bond Fund of Amer F2 | 27.04B | -3.20 | -3.36 | 1.58 | ||
American Funds Bond Fund of Amer A | 24.96B | -3.28 | -3.61 | 1.32 |
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