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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.62 | 9.25 | 4.63 |
Shares | 58.12 | 58.12 | 0.00 |
Bonds | 36.68 | 36.68 | 0.00 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 0.47 | 0.47 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.04 | 17.30 |
Price to Book | 3.27 | 2.56 |
Price to Sales | 2.22 | 1.79 |
Price to Cash Flow | 12.89 | 10.73 |
Dividend Yield | 2.12 | 2.16 |
5 Years Earnings Growth | 11.61 | 11.45 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.89 | 21.70 |
Healthcare | 14.57 | 12.37 |
Industrials | 14.25 | 11.63 |
Financial Services | 12.47 | 14.75 |
Consumer Cyclical | 9.31 | 10.62 |
Communication Services | 7.19 | 6.62 |
Consumer Defensive | 7.17 | 6.39 |
Energy | 4.79 | 4.77 |
Basic Materials | 3.74 | 4.33 |
Utilities | 2.98 | 2.69 |
Real Estate | 1.64 | 4.19 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 8.06 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 7.04 | - | - | |
American Funds American Mutual R6 | - | 6.98 | - | - | |
American Funds Bond Fund of Amer R6 | - | 6.21 | - | - | |
American Funds AMCAP R6 | - | 6.15 | - | - | |
American Funds Inflation Linked Bd R6 | - | 5.82 | - | - | |
American Funds Washington Mutual R6 | - | 5.10 | - | - | |
American Funds Mortgage R6 | - | 4.91 | - | - | |
American Funds US Government Sec R6 | - | 4.91 | - | - | |
American Funds Global Balanced R6 | - | 4.89 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 34.7B | 10.67 | 3.45 | 7.61 | ||
American Funds 2035 Trgt Date RetR6 | 33.99B | 12.12 | 3.98 | 8.65 | ||
American Funds 2040 Trgt Date RetR6 | 31.42B | 13.56 | 4.61 | 9.22 | ||
American Funds Bond Fund of Amer F2 | 31.27B | 3.22 | -1.90 | 2.03 | ||
American Funds 2045 Trgt Date RetR6 | 26.56B | 13.95 | 4.67 | 9.40 |
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