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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.19 | 5.58 | 1.39 |
Stocks | 87.29 | 87.29 | 0.00 |
Bonds | 8.08 | 8.08 | 0.00 |
Preferred | 0.16 | 0.16 | 0.00 |
Other | 0.27 | 0.27 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.24 | 17.41 |
Price to Book | 3.62 | 2.72 |
Price to Sales | 2.49 | 1.94 |
Price to Cash Flow | 13.62 | 11.41 |
Dividend Yield | 1.63 | 1.99 |
5 Years Earnings Growth | 14.16 | 12.04 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.50 | 22.99 |
Healthcare | 14.36 | 12.60 |
Industrials | 13.75 | 11.30 |
Financial Services | 11.64 | 15.12 |
Consumer Cyclical | 10.27 | 10.77 |
Communication Services | 8.52 | 6.99 |
Consumer Defensive | 5.67 | 5.96 |
Basic Materials | 3.73 | 4.17 |
Energy | 3.37 | 4.21 |
Utilities | 1.98 | 2.45 |
Real Estate | 1.20 | 3.43 |
Number of long holdings: 17
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds SMALLCAP World R6 | - | 9.04 | - | - | |
American Funds New Perspective R6 | - | 9.04 | - | - | |
American Funds Fundamental Invs R6 | - | 8.98 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 8.26 | - | - | |
American Funds Washington Mutual R6 | - | 8.00 | - | - | |
American Funds New World R6 | - | 7.08 | - | - | |
American Funds Growth Fund of Amer R6 | - | 7.08 | - | - | |
American Funds AMCAP R6 | - | 6.99 | - | - | |
American Funds Invmt Co of Amer R6 | - | 6.04 | - | - | |
American Funds American Mutual R6 | - | 6.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 35.25B | 10.48 | 3.10 | 7.63 | ||
American Funds 2035 Trgt Date RetR6 | 35.22B | 12.12 | 3.57 | 8.69 | ||
American Funds 2040 Trgt Date RetR6 | 32.92B | 13.83 | 4.22 | 9.29 | ||
American Funds Bond Fund of Amer F2 | 30.85B | 1.92 | -2.13 | 1.89 | ||
American Funds 2045 Trgt Date RetR6 | 28.04B | 14.21 | 4.28 | 9.47 |
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