Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.27 | 5.78 | 1.51 |
Shares | 85.32 | 85.32 | 0.00 |
Bonds | 9.87 | 9.87 | 0.00 |
Preferred | 0.15 | 0.15 | 0.00 |
Other | 0.39 | 0.39 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.92 | 17.21 |
Price to Book | 3.55 | 2.63 |
Price to Sales | 2.46 | 1.87 |
Price to Cash Flow | 13.42 | 11.10 |
Dividend Yield | 1.76 | 2.07 |
5 Years Earnings Growth | 13.52 | 11.78 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.87 | 22.64 |
Healthcare | 14.23 | 12.41 |
Industrials | 13.45 | 11.29 |
Financial Services | 11.99 | 15.29 |
Consumer Cyclical | 9.75 | 10.69 |
Communication Services | 8.23 | 6.84 |
Consumer Defensive | 6.16 | 6.14 |
Energy | 3.84 | 4.32 |
Basic Materials | 3.62 | 4.13 |
Utilities | 2.42 | 2.59 |
Real Estate | 1.42 | 3.65 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Fundamental Invs R6 | - | 7.98 | - | - | |
American Funds American Balanced R6 | - | 7.93 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 7.24 | - | - | |
American Funds New Perspective R6 | - | 7.09 | - | - | |
American Funds American Mutual R6 | - | 7.09 | - | - | |
American Funds SMALLCAP World R6 | - | 7.07 | - | - | |
American Funds Growth Fund of Amer R6 | - | 7.07 | - | - | |
American Funds Washington Mutual R6 | - | 7.05 | - | - | |
American Funds AMCAP R6 | - | 7.01 | - | - | |
American Funds New World R6 | - | 5.32 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 35.49B | 10.48 | 3.10 | 7.63 | ||
American Funds 2035 Trgt Date RetR6 | 35.48B | 12.12 | 3.57 | 8.69 | ||
American Funds 2040 Trgt Date RetR6 | 33.18B | 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 | 28.27B | 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