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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.77 | 16.89 | 9.12 |
Stocks | 11.39 | 11.39 | 0.00 |
Bonds | 80.69 | 80.69 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.15 | 0.15 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.12 | 13.63 |
Price to Book | 3.53 | 2.29 |
Price to Sales | 2.68 | 1.35 |
Price to Cash Flow | 14.18 | 6.82 |
Dividend Yield | 2.25 | 4.13 |
5 Years Earnings Growth | 10.33 | 9.30 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.80 | 51.75 |
Healthcare | 17.05 | 12.74 |
Industrials | 15.35 | 24.21 |
Financial Services | 14.16 | 42.23 |
Consumer Defensive | 8.17 | 13.08 |
Energy | 5.83 | 57.35 |
Utilities | 4.87 | 26.39 |
Consumer Cyclical | 4.78 | 35.22 |
Communication Services | 4.30 | 3.30 |
Basic Materials | 2.97 | 12.87 |
Real Estate | 2.72 | 3.23 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds ST Bd Fd of Amer R6 | - | 44.99 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 26.01 | - | - | |
American Funds Mortgage R6 | - | 10.02 | - | - | |
American Funds American Mutual R6 | - | 9.00 | - | - | |
American Funds American Balanced R6 | - | 5.00 | - | - | |
American Funds Strategic Bond R-6 | - | 4.96 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 33.06B | 4.50 | 2.57 | 7.27 | ||
American Funds 2035 Trgt Date RetR6 | 32.14B | 5.72 | 3.25 | 8.29 | ||
American Funds 2040 Trgt Date RetR6 | 29.82B | 6.89 | 3.93 | 8.85 | ||
American Funds Bond Fund of Amer F2 | 27.25B | -1.67 | -2.95 | 1.62 | ||
American Funds Bond Fund of Amer A | 25.08B | -1.78 | -3.20 | 1.37 |
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