![Top 5 things to watch in markets in the week ahead](https://i-invdn-com.investing.com/news/moved_small-LYNXNPEK340EF_L.jpg)
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.58 | 11.99 | 5.41 |
Shares | 38.19 | 38.19 | 0.00 |
Bonds | 54.58 | 54.58 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.58 | 0.58 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.13 | 16.34 |
Price to Book | 2.98 | 2.43 |
Price to Sales | 2.10 | 1.70 |
Price to Cash Flow | 11.99 | 9.85 |
Dividend Yield | 2.74 | 2.34 |
5 Years Earnings Growth | 9.66 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.84 | 19.57 |
Financial Services | 15.27 | 16.38 |
Healthcare | 14.07 | 11.91 |
Industrials | 12.00 | 11.27 |
Consumer Defensive | 9.49 | 6.72 |
Consumer Cyclical | 7.05 | 10.28 |
Energy | 6.76 | 6.14 |
Communication Services | 5.98 | 6.13 |
Utilities | 4.87 | 2.82 |
Basic Materials | 3.49 | 5.02 |
Real Estate | 3.17 | 3.76 |
Number of long holdings: 18
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Income Fund of Amer R6 | - | 17.34 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 10.62 | - | - | |
American Funds Bond Fund of Amer R6 | - | 9.78 | - | - | |
American Funds ST Bd Fd of Amer R6 | - | 7.47 | - | - | |
American Funds American Balanced R6 | - | 7.07 | - | - | |
American Funds Inflation Linked Bd R6 | - | 7.05 | - | - | |
American Funds Capital Income Bldr R6 | - | 6.94 | - | - | |
American Funds Mortgage R6 | - | 6.77 | - | - | |
American Funds American Mutual R6 | - | 5.19 | - | - | |
American Funds Washington Mutual R6 | - | 4.04 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 33.26B | 4.50 | 2.57 | 7.27 | ||
American Funds 2035 Trgt Date RetR6 | 32.45B | 5.72 | 3.25 | 8.29 | ||
American Funds 2040 Trgt Date RetR6 | 30.13B | 6.89 | 3.93 | 8.85 | ||
American Funds Bond Fund of Amer F2 | 27.31B | -1.67 | -2.95 | 1.62 | ||
American Funds Bond Fund of Amer A | 25.13B | -1.78 | -3.20 | 1.37 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review