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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.23 | 5.68 | 1.45 |
Stocks | 86.34 | 86.34 | 0.00 |
Bonds | 8.93 | 8.93 | 0.00 |
Preferred | 0.15 | 0.15 | 0.00 |
Other | 0.33 | 0.33 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.08 | 17.35 |
Price to Book | 3.58 | 2.61 |
Price to Sales | 2.48 | 1.87 |
Price to Cash Flow | 13.54 | 11.00 |
Dividend Yield | 1.70 | 2.19 |
5 Years Earnings Growth | 13.78 | 11.66 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.08 | 22.86 |
Healthcare | 14.35 | 12.14 |
Industrials | 13.65 | 11.37 |
Financial Services | 11.84 | 15.37 |
Consumer Cyclical | 9.96 | 10.78 |
Communication Services | 8.33 | 6.89 |
Consumer Defensive | 5.95 | 5.98 |
Basic Materials | 3.64 | 4.07 |
Energy | 3.63 | 4.19 |
Utilities | 2.25 | 2.61 |
Real Estate | 1.33 | 3.74 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds New Perspective R6 | - | 8.99 | - | - | |
American Funds SMALLCAP World R6 | - | 8.07 | - | - | |
American Funds Fundamental Invs R6 | - | 8.03 | - | - | |
American Funds Washington Mutual R6 | - | 8.00 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 7.29 | - | - | |
American Funds Growth Fund of Amer R6 | - | 7.07 | - | - | |
American Funds American Mutual R6 | - | 7.04 | - | - | |
American Funds AMCAP R6 | - | 7.00 | - | - | |
American Funds American Balanced R6 | - | 6.82 | - | - | |
American Funds New World R6 | - | 5.54 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2035 Trgt Date RetR6 | 34.96B | 15.18 | 5.25 | 8.80 | ||
American Funds 2030 Trgt Date RetR6 | 34.8B | 13.13 | 4.52 | 7.70 | ||
American Funds 2040 Trgt Date RetR6 | 32.56B | 17.33 | 6.15 | 9.43 | ||
American Funds Bond Fund of Amer F2 | 30.84B | 2.92 | -1.87 | 1.91 | ||
American Funds 2045 Trgt Date RetR6 | 27.84B | 17.88 | 6.30 | 9.62 |
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