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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.890 | 4.890 | 0.000 |
Stocks | 94.990 | 94.990 | 0.000 |
Other | 0.130 | 0.130 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.152 | 24.390 |
Price to Book | 3.378 | 4.565 |
Price to Sales | 2.627 | 3.392 |
Price to Cash Flow | 14.290 | 16.469 |
Dividend Yield | 1.665 | 1.254 |
5 Years Earnings Growth | 12.424 | 13.012 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.060 | 27.091 |
Healthcare | 17.180 | 16.295 |
Industrials | 12.130 | 11.833 |
Financial Services | 11.890 | 13.596 |
Consumer Cyclical | 11.570 | 12.294 |
Communication Services | 10.570 | 8.218 |
Consumer Defensive | 4.710 | 7.468 |
Basic Materials | 4.620 | 4.201 |
Energy | 3.080 | 3.217 |
Utilities | 0.750 | 2.398 |
Real Estate | 0.440 | 1.823 |
Number of long holdings: 254
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.40 | 438.69 | +1.83% | |
Meta Platforms | US30303M1027 | 3.18 | 559.10 | +3.93% | |
Novo Nordisk B | DK0062498333 | 3.03 | 898.2 | +1.81% | |
Taiwan Semicon | TW0002330008 | 2.98 | 960.00 | +2.02% | |
Broadcom | US11135F1012 | 2.67 | 167.42 | +3.90% | |
Tesla | US88160R1014 | 1.88 | 243.92 | +7.36% | |
NVIDIA | US67066G1040 | 1.88 | 117.87 | +3.97% | |
AstraZeneca | GB0009895292 | 1.77 | 11,898.0 | +0.35% | |
Eli Lilly | US5324571083 | 1.52 | 915.04 | +1.11% | |
Vertex | US92532F1003 | 1.33 | 477.90 | +0.79% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fundc | 15.38B | 15.39 | 2.71 | 10.71 | ||
Capital Group New Perspective Funzc | 15.38B | 15.17 | 2.46 | 10.51 | ||
Capital Group New Perspective Fuzdc | 15.34B | 15.16 | 2.45 | 10.50 | ||
Capital Group New Perspective Fubc | 15.38B | 14.56 | 1.68 | 9.63 | ||
Capital Group Global Allocation zdc | 1.5B | 10.46 | 4.10 | 7.24 |
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