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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.240 | 1.240 | 0.000 |
Stocks | 86.930 | 86.930 | 0.000 |
Bonds | 0.680 | 0.680 | 0.000 |
Convertible | 4.380 | 4.380 | 0.000 |
Preferred | 6.700 | 6.700 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.761 | - |
Price to Book | 2.619 | - |
Price to Sales | 1.918 | - |
Price to Cash Flow | 11.165 | - |
Dividend Yield | 3.068 | - |
5 Years Earnings Growth | 5.835 | - |
Name | Net % | Category Average |
---|---|---|
Healthcare | 20.590 | - |
Consumer Defensive | 20.180 | - |
Financial Services | 15.980 | - |
Industrials | 11.210 | - |
Utilities | 9.410 | - |
Energy | 6.220 | - |
Technology | 5.620 | - |
Communication Services | 3.490 | - |
Basic Materials | 3.180 | - |
Consumer Cyclical | 2.150 | - |
Real Estate | 1.980 | - |
Number of long holdings: 96
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
J&J | US4781601046 | 5.00 | 148.53 | +1.27% | |
Medtronic | IE00BTN1Y115 | 4.77 | 82.21 | +1.03% | |
Exxon Mobil | US30231G1022 | 2.57 | 115.29 | -1.68% | |
iShares Russell 1000 Value | US4642875987 | 2.51 | 176.49 | -0.38% | |
Colgate-Palmolive | US1941621039 | 2.49 | 92.44 | -0.56% | |
Becton Dickinson | US0758871091 | 2.33 | 240.85 | +3.83% | |
Norfolk Southern | US6558441084 | 2.22 | 222.37 | -1.08% | |
Mondelez | US6092071058 | 2.19 | 68.21 | -0.47% | |
Rtx Corp | US75513E1010 | 2.12 | 107.65 | -0.15% | |
Atmos Energy | US0495601058 | 2.08 | 116.16 | +0.20% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Renaissance Global Growth | 4.22B | 5.68 | 6.11 | 9.92 | ||
Renaissance Global Growth Class F | 4.22B | 6.14 | 7.49 | 11.37 | ||
Renaissance International Equity | 1.81B | 3.26 | 1.77 | 6.65 | ||
Renaissance International Equity Cl | 1.81B | 3.71 | 3.10 | 8.10 | ||
Renaissance US Equity Income F | 1.39B | 6.77 | 7.73 | 10.34 |
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