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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.800 | 3.800 | 0.000 |
Stocks | 95.400 | 95.400 | 0.000 |
Bonds | 0.800 | 0.800 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.964 | 14.231 |
Price to Book | 2.238 | 2.000 |
Price to Sales | 1.021 | 1.298 |
Price to Cash Flow | 9.324 | 8.614 |
Dividend Yield | 4.245 | 3.251 |
5 Years Earnings Growth | 6.943 | 9.695 |
Name | Net % | Category Average |
---|---|---|
Industrials | 18.590 | 15.857 |
Healthcare | 12.860 | 14.877 |
Basic Materials | 12.180 | 6.886 |
Financial Services | 11.830 | 17.096 |
Consumer Defensive | 11.290 | 11.645 |
Utilities | 10.870 | 4.469 |
Consumer Cyclical | 8.700 | 10.610 |
Technology | 6.730 | 9.550 |
Energy | 5.200 | 5.143 |
Communication Services | 1.760 | 4.940 |
Number of long holdings: 68
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Imperial Brands | GB0004544929 | 4.11 | 1,847.50 | +1.18% | |
Novo Nordisk B | DK0062498333 | 3.58 | 882.6 | +3.66% | |
ING Groep | NL0011821202 | 3.53 | 16.13 | +0.71% | |
Next | GB0032089863 | 3.45 | 9,106.0 | +0.09% | |
E.ON SE | DE000ENAG999 | 3.35 | 12.900 | +2.30% | |
AstraZeneca | GB0009895292 | 3.34 | 12,118.0 | +0.56% | |
BAE Systems | GB0002634946 | 3.33 | 1,373.00 | +0.85% | |
Glencore | JE00B4T3BW64 | 3.26 | 467.95 | +2.85% | |
Engie | FR0010208488 | 3.17 | 15.46 | +1.15% | |
Antofagasta | GB0000456144 | 2.92 | 2,198.00 | +0.27% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funzc | 13.63B | 7.97 | 4.46 | 10.18 | ||
Capital Group New Perspective Fuzdc | 13.63B | 7.96 | 4.46 | 10.18 | ||
Capital Group New Perspective Fubc | 13.63B | 7.73 | 3.68 | 9.31 | ||
Capital Group New Perspective Fundc | 13.63B | 8.02 | 4.73 | 10.38 | ||
Capital Group Global Allocation Fzc | 1.29B | 6.14 | 4.93 | 7.65 |
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