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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.91 | 8.45 | 1.54 |
Stocks | 82.69 | 82.69 | 0.00 |
Bonds | 9.81 | 9.81 | 0.00 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.13 | 0.13 | 0.00 |
Other | 0.43 | 0.43 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.88 | 17.39 |
Price to Book | 3.44 | 2.59 |
Price to Sales | 2.34 | 1.81 |
Price to Cash Flow | 13.26 | 10.88 |
Dividend Yield | 1.79 | 2.07 |
5 Years Earnings Growth | 12.36 | 11.48 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.64 | 22.15 |
Healthcare | 15.38 | 12.57 |
Industrials | 13.69 | 11.53 |
Financial Services | 11.94 | 15.00 |
Consumer Cyclical | 10.40 | 11.03 |
Communication Services | 6.88 | 6.66 |
Consumer Defensive | 6.74 | 6.25 |
Basic Materials | 4.26 | 4.26 |
Energy | 4.23 | 4.52 |
Utilities | 2.39 | 2.44 |
Real Estate | 1.47 | 3.59 |
Number of long holdings: 20
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Fundamental Invs R6 | - | 7.76 | - | - | |
American Funds American Balanced R6 | - | 7.67 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 7.45 | - | - | |
American Funds New Perspective R6 | - | 7.02 | - | - | |
American Funds Growth Fund of Amer R6 | - | 7.00 | - | - | |
American Funds SMALLCAP World R6 | - | 7.00 | - | - | |
American Funds Washington Mutual R6 | - | 6.93 | - | - | |
American Funds AMCAP R6 | - | 6.81 | - | - | |
American Funds American Mutual R6 | - | 6.80 | - | - | |
American Funds US Government Sec R6 | - | 4.98 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 33.19B | 1.60 | 2.03 | 7.22 | ||
American Funds 2035 Trgt Date RetR6 | 32.24B | 2.61 | 2.65 | 8.23 | ||
American Funds 2040 Trgt Date RetR6 | 29.87B | 3.44 | 3.25 | 8.75 | ||
American Funds Bond Fund of Amer F2 | 27.15B | -3.20 | -3.36 | 1.58 | ||
American Funds Bond Fund of Amer A | 25.03B | -3.28 | -3.61 | 1.32 |
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