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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.420 | 5.420 | 0.000 |
Stocks | 94.580 | 94.580 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.101 | 24.086 |
Price to Book | 3.186 | 4.527 |
Price to Sales | 2.365 | 3.307 |
Price to Cash Flow | 12.810 | 15.927 |
Dividend Yield | 1.566 | 1.224 |
5 Years Earnings Growth | 11.160 | 12.407 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.430 | 26.755 |
Healthcare | 17.520 | 16.367 |
Consumer Cyclical | 12.480 | 12.487 |
Financial Services | 12.160 | 13.512 |
Industrials | 10.810 | 11.825 |
Communication Services | 9.570 | 7.933 |
Consumer Defensive | 6.020 | 7.992 |
Basic Materials | 4.600 | 4.323 |
Energy | 3.140 | 3.331 |
Utilities | 0.710 | 2.303 |
Real Estate | 0.560 | 1.920 |
Number of long holdings: 263
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.96 | 418.79 | -0.52% | |
Novo Nordisk B | DK0062498333 | 3.19 | 903.3 | -1.05% | |
Meta Platforms | US30303M1027 | 2.95 | 469.99 | -0.68% | |
Broadcom | US11135F1012 | 2.45 | 1,384.60 | -1.95% | |
Taiwan Semicon | TW0002330008 | 2.19 | 825.00 | +0.73% | |
AstraZeneca | GB0009895292 | 1.64 | 12,110.0 | -0.46% | |
Tesla | US88160R1014 | 1.56 | 176.19 | +0.77% | |
Eli Lilly | US5324571083 | 1.53 | 769.93 | -0.15% | |
NVIDIA | US67066G1040 | 1.30 | 920.21 | -2.48% | |
Vertex | US92532F1003 | 1.27 | 444.33 | +0.84% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funbe | 14.18B | 4.06 | 0.81 | 8.96 | ||
Capital Group New Perspective Funze | 14.18B | 4.30 | 1.56 | 9.83 | ||
Capital Group New Perspective Fuzde | 14.18B | 4.29 | 1.56 | 9.83 | ||
Cap Group New Perspective lux N | 14.18B | 3.82 | 0.15 | - | ||
Capital Group New Perspective Fuzge | 14.18B | 4.28 | 1.56 | 9.84 |
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