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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.800 | 2.800 | 0.000 |
Stocks | 97.080 | 97.080 | 0.000 |
Other | 0.120 | 0.130 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.608 | 24.022 |
Price to Book | 3.809 | 4.874 |
Price to Sales | 2.962 | 3.658 |
Price to Cash Flow | 14.932 | 16.705 |
Dividend Yield | 1.468 | 1.221 |
5 Years Earnings Growth | 11.072 | 12.240 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.150 | 28.780 |
Healthcare | 15.140 | 14.564 |
Consumer Cyclical | 14.320 | 12.662 |
Financial Services | 12.650 | 14.241 |
Industrials | 11.910 | 11.955 |
Communication Services | 11.310 | 9.205 |
Consumer Defensive | 4.270 | 6.254 |
Basic Materials | 3.620 | 3.670 |
Energy | 2.280 | 2.546 |
Utilities | 0.930 | 2.274 |
Real Estate | 0.420 | 1.737 |
Number of long holdings: 256
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 4.28 | 605.71 | +1.29% | |
Taiwan Semicon | TW0002330008 | 3.25 | 998.00 | -0.70% | |
Microsoft | US5949181045 | 3.21 | 380.45 | +0.08% | |
Tesla | US88160R1014 | 3.07 | 230.58 | +3.79% | |
Broadcom | US11135F1012 | 3.03 | 190.09 | +3.06% | |
Novo Nordisk B | DK0062498333 | 1.81 | 530.5 | -3.44% | |
NVIDIA | US67066G1040 | 1.76 | 108.76 | +1.66% | |
Netflix | US64110L1061 | 1.61 | 895.10 | +3.28% | |
Amazon.com | US0231351067 | 1.56 | 196.59 | +1.05% | |
EssilorLuxottica | FR0000121667 | 1.52 | 265.50 | -2.85% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funzg | 16.54B | 4.28 | 6.51 | 11.18 | ||
Capital Group New Perspective Fuzdg | 16.54B | 4.31 | 6.52 | 11.18 | ||
Capital Group New Perspective Fubg | 16.54B | 4.23 | 5.71 | 10.31 | ||
Capital Group New Perspective Fubdg | 16.54B | 4.22 | 5.72 | 10.30 | ||
Capital Group New Perspective Funbg | 16.54B | 4.27 | 5.73 | 10.31 |
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