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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.93 | 6.91 | 0.98 |
Stocks | 84.96 | 84.96 | 0.00 |
Bonds | 8.35 | 8.35 | 0.00 |
Preferred | 0.15 | 0.15 | 0.00 |
Other | 0.61 | 0.61 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.60 | 17.72 |
Price to Book | 3.61 | 2.70 |
Price to Sales | 2.40 | 1.88 |
Price to Cash Flow | 13.84 | 11.32 |
Dividend Yield | 1.59 | 2.00 |
5 Years Earnings Growth | 12.78 | 11.77 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.30 | 22.67 |
Healthcare | 14.77 | 12.64 |
Industrials | 14.53 | 11.57 |
Financial Services | 11.62 | 14.96 |
Consumer Cyclical | 10.85 | 11.06 |
Communication Services | 7.61 | 6.77 |
Consumer Defensive | 5.90 | 6.02 |
Basic Materials | 3.85 | 4.23 |
Energy | 3.56 | 4.41 |
Utilities | 1.86 | 2.28 |
Real Estate | 1.14 | 3.37 |
Number of long holdings: 17
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds SMALLCAP World R6 | - | 9.18 | - | - | |
American Funds New Perspective R6 | - | 9.11 | - | - | |
American Funds Fundamental Invs R6 | - | 9.02 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 8.73 | - | - | |
American Funds Washington Mutual R6 | - | 8.02 | - | - | |
American Funds Growth Fund of Amer R6 | - | 7.04 | - | - | |
American Funds AMCAP R6 | - | 7.01 | - | - | |
American Funds Invmt Co of Amer R6 | - | 6.17 | - | - | |
American Funds American Balanced R6 | - | 6.00 | - | - | |
American Funds American Mutual R6 | - | 5.88 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 32.87B | 1.60 | 2.03 | 7.22 | ||
American Funds 2035 Trgt Date RetR6 | 31.92B | 2.61 | 2.65 | 8.23 | ||
American Funds 2040 Trgt Date RetR6 | 29.56B | 3.44 | 3.25 | 8.75 | ||
American Funds Bond Fund of Amer F2 | 27.05B | -3.20 | -3.36 | 1.58 | ||
American Funds Bond Fund of Amer A | 24.94B | -3.28 | -3.61 | 1.32 |
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