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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.130 | 4.130 | 0.000 |
Stocks | 66.310 | 66.310 | 0.000 |
Bonds | 29.520 | 29.520 | 0.000 |
Convertible | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.994 | 17.223 |
Price to Book | 3.582 | 2.640 |
Price to Sales | 2.384 | 1.898 |
Price to Cash Flow | 13.338 | 10.737 |
Dividend Yield | 2.266 | 2.593 |
5 Years Earnings Growth | 10.874 | 10.838 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.540 | 19.922 |
Financial Services | 15.640 | 16.432 |
Healthcare | 14.690 | 11.772 |
Consumer Defensive | 11.350 | 7.640 |
Industrials | 10.520 | 11.092 |
Energy | 6.420 | 4.704 |
Consumer Cyclical | 4.640 | 9.692 |
Utilities | 3.160 | 3.287 |
Communication Services | 2.890 | 6.731 |
Basic Materials | 2.020 | 4.060 |
Real Estate | 1.140 | 6.893 |
Number of long holdings: 477
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom Inc | - | 5.51 | - | - | |
United States Treasury Notes 4.5% | - | 3.71 | - | - | |
Taiwan Semicon | TW0002330008 | 3.38 | 968.00 | +0.21% | |
United States Treasury Bonds 4.125% | - | 2.77 | - | - | |
Microsoft Corp | - | 2.72 | - | - | |
AstraZeneca | GB0009895292 | 2.37 | 12,268.0 | -0.29% | |
JPMorgan Chase & Co | - | 2.24 | - | - | |
Philip Morris International Inc | - | 2.22 | - | - | |
UnitedHealth Group Inc | - | 1.98 | - | - | |
Visa Inc Class A | - | 1.96 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fundc | 14.45B | 8.82 | 2.87 | 10.25 | ||
Capital Group New Perspective Funzc | 14.45B | 8.68 | 2.60 | 10.05 | ||
Capital Group New Perspective Fuzdc | 14.45B | 8.70 | 2.61 | 10.05 | ||
Capital Group New Perspective Fubc | 14.45B | 8.35 | 1.84 | 9.18 | ||
Capital Group Global Allocation Fzc | 1.35B | 5.34 | 4.42 | 7.16 |
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