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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.540 | 4.540 | 0.000 |
Stocks | 95.340 | 95.340 | 0.000 |
Other | 0.110 | 0.120 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.693 | 24.086 |
Price to Book | 3.402 | 4.527 |
Price to Sales | 2.352 | 3.307 |
Price to Cash Flow | 13.959 | 15.927 |
Dividend Yield | 1.441 | 1.224 |
5 Years Earnings Growth | 11.887 | 12.407 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.810 | 26.755 |
Healthcare | 16.330 | 16.367 |
Consumer Cyclical | 12.410 | 12.487 |
Financial Services | 11.740 | 13.512 |
Industrials | 11.680 | 11.825 |
Communication Services | 10.320 | 7.933 |
Consumer Defensive | 5.260 | 7.992 |
Basic Materials | 4.770 | 4.323 |
Energy | 3.330 | 3.331 |
Utilities | 0.740 | 2.303 |
Real Estate | 0.610 | 1.920 |
Number of long holdings: 258
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.86 | - | - | |
Meta Platforms Inc Class A | - | 3.35 | - | - | |
Novo Nordisk B | DK0062498333 | 3.00 | 935.3 | +1.33% | |
Taiwan Semicon | TW0002330008 | 2.55 | 875.00 | +1.27% | |
Broadcom Inc | - | 2.43 | - | - | |
Eli Lilly and Co | - | 1.65 | - | - | |
AstraZeneca | GB0009895292 | 1.58 | 12,436.0 | +0.62% | |
NVIDIA Corp | - | 1.49 | - | - | |
Tesla | US88160R1014 | 1.38 | 176.63 | -1.93% | |
Netflix Inc | - | 1.17 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fundu | 14.09B | 4.41 | 1.82 | 10.03 | ||
Capital Group New Perspective Funbu | 14.09B | 4.06 | 0.81 | 8.96 | ||
Capital Group New Perspective Funzu | 14.09B | 4.30 | 1.56 | 9.83 | ||
Cap Group New Perspective lux C | 14.09B | 4.59 | 2.37 | - | ||
Capital Group New Perspective Fuzdu | 14.09B | 4.29 | 1.56 | 9.83 |
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