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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.090 | 6.090 | 0.000 |
Stocks | 64.630 | 64.630 | 0.000 |
Bonds | 29.240 | 29.240 | 0.000 |
Convertible | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.320 | 17.186 |
Price to Book | 3.407 | 2.636 |
Price to Sales | 2.154 | 1.901 |
Price to Cash Flow | 12.876 | 10.677 |
Dividend Yield | 2.353 | 2.602 |
5 Years Earnings Growth | 11.218 | 10.758 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.590 | 19.922 |
Financial Services | 15.890 | 16.316 |
Healthcare | 14.490 | 11.929 |
Industrials | 12.270 | 10.880 |
Consumer Defensive | 12.010 | 7.687 |
Energy | 5.780 | 4.652 |
Consumer Cyclical | 4.520 | 9.702 |
Communication Services | 3.180 | 6.820 |
Utilities | 3.130 | 3.308 |
Basic Materials | 2.080 | 4.065 |
Real Estate | 1.070 | 7.115 |
Number of long holdings: 474
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 5.59 | 1,462.33 | +1.52% | |
United States Treasury Notes 4.5% | - | 3.69 | - | - | |
Taiwan Semicon | TW0002330008 | 3.50 | 883.00 | +0.46% | |
AstraZeneca | GB0009895292 | 2.74 | 12,376.0 | -1.78% | |
United States Treasury Bonds 4.125% | - | 2.71 | - | - | |
Philip Morris | US7181721090 | 2.37 | 103.82 | +0.14% | |
JPMorgan | US46625H1005 | 2.22 | 194.36 | -2.63% | |
UnitedHealth | US91324P1021 | 2.00 | 496.22 | +0.25% | |
Visa A | US92826C8394 | 1.95 | 274.67 | -0.13% | |
Constellation Software | CA21037X1006 | 1.91 | 3,816.78 | -1.37% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funbg | 14.21B | 4.06 | 0.81 | 8.96 | ||
Capital Group New Perspective Funzg | 14.21B | 4.30 | 1.56 | 9.83 | ||
Capital Group New Perspective Fuzdg | 14.21B | 4.29 | 1.56 | 9.83 | ||
Capital Group New Perspective Fuzgg | 14.21B | 4.28 | 1.56 | 9.84 | ||
Capital Group New Perspective Fubg | 14.21B | 4.01 | 0.79 | 8.96 |
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