Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.45 | 11.00 | 5.55 |
Shares | 40.60 | 40.60 | 0.00 |
Bonds | 53.38 | 53.38 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.47 | 0.47 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.35 | 16.59 |
Price to Book | 2.94 | 2.44 |
Price to Sales | 2.00 | 1.78 |
Price to Cash Flow | 11.88 | 10.03 |
Dividend Yield | 2.75 | 2.26 |
5 Years Earnings Growth | 10.44 | 11.54 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.68 | 20.11 |
Financial Services | 14.58 | 15.77 |
Healthcare | 14.21 | 11.78 |
Industrials | 12.58 | 11.03 |
Consumer Defensive | 9.02 | 6.52 |
Consumer Cyclical | 7.09 | 10.38 |
Energy | 6.66 | 5.32 |
Communication Services | 6.01 | 6.12 |
Utilities | 4.64 | 2.90 |
Basic Materials | 3.81 | 4.63 |
Real Estate | 2.70 | 5.45 |
Number of long holdings: 21
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Income Fund of Amer R6 | - | 12.91 | - | - | |
American Funds Bond Fund of Amer R6 | - | 8.92 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 8.65 | - | - | |
American Funds Inflation Linked Bd R6 | - | 8.05 | - | - | |
American Funds American Balanced R6 | - | 7.11 | - | - | |
American Funds Mortgage R6 | - | 6.04 | - | - | |
American Funds American Mutual R6 | - | 6.01 | - | - | |
American Funds Capital Income Bldr R6 | - | 6.00 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 4.96 | - | - | |
American Funds ST Bd Fd of Amer R6 | - | 4.39 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 35.25B | 10.48 | 3.10 | 7.63 | ||
American Funds 2035 Trgt Date RetR6 | 35.22B | 12.12 | 3.57 | 8.69 | ||
American Funds 2040 Trgt Date RetR6 | 32.92B | 13.83 | 4.22 | 9.29 | ||
American Funds Bond Fund of Amer F2 | 30.85B | 1.92 | -2.13 | 1.89 | ||
American Funds 2045 Trgt Date RetR6 | 28.04B | 14.21 | 4.28 | 9.47 |
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