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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.230 | 4.230 | 0.000 |
Stocks | 95.640 | 95.640 | 0.000 |
Other | 0.130 | 0.130 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.205 | 23.931 |
Price to Book | 3.297 | 4.517 |
Price to Sales | 2.289 | 3.291 |
Price to Cash Flow | 13.525 | 15.856 |
Dividend Yield | 1.572 | 1.239 |
5 Years Earnings Growth | 11.843 | 12.450 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.350 | 26.715 |
Healthcare | 16.670 | 16.432 |
Consumer Cyclical | 12.130 | 12.466 |
Financial Services | 11.890 | 13.504 |
Industrials | 11.770 | 11.862 |
Communication Services | 10.600 | 7.942 |
Consumer Defensive | 5.110 | 7.948 |
Basic Materials | 4.820 | 4.294 |
Energy | 3.440 | 3.390 |
Utilities | 0.780 | 2.338 |
Real Estate | 0.440 | 1.883 |
Number of long holdings: 258
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.73 | 415.13 | +0.23% | |
Novo Nordisk B | DK0062498333 | 3.17 | 927.3 | +1.13% | |
Meta Platforms | US30303M1027 | 3.09 | 466.83 | +0.05% | |
Taiwan Semicon | TW0002330008 | 2.66 | 838.00 | -2.22% | |
Broadcom | US11135F1012 | 2.50 | 1,328.55 | -2.45% | |
AstraZeneca | GB0009895292 | 1.82 | 12,190.0 | +1.35% | |
Eli Lilly | US5324571083 | 1.73 | 820.34 | +0.65% | |
Tesla | US88160R1014 | 1.60 | 178.08 | -0.39% | |
NVIDIA | US67066G1040 | 1.50 | 1,096.33 | -0.82% | |
TotalEnergies SE | FR0000120271 | 1.27 | 67.01 | +2.60% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fuzde | 13.85B | 4.29 | 1.56 | 9.83 | ||
Cap Group New Perspective lux N | 13.85B | 3.82 | 0.15 | - | ||
Capital Group New Perspective Fuzge | 13.85B | 4.28 | 1.56 | 9.84 | ||
Cap Group New Perspective lux C EUR | 13.85B | 4.59 | 2.37 | - | ||
Capital Group New Perspective Fube | 13.85B | 4.01 | 0.79 | 8.96 |
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