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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.200 | 5.200 | 0.000 |
Shares | 94.680 | 94.680 | 0.000 |
Other | 0.120 | 0.120 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.706 | 24.071 |
Price to Book | 3.387 | 4.533 |
Price to Sales | 2.558 | 3.331 |
Price to Cash Flow | 14.081 | 16.161 |
Dividend Yield | 1.583 | 1.247 |
5 Years Earnings Growth | 12.069 | 12.708 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.370 | 26.722 |
Healthcare | 16.870 | 16.306 |
Industrials | 12.120 | 11.942 |
Consumer Cyclical | 11.920 | 12.511 |
Financial Services | 11.750 | 13.507 |
Communication Services | 10.820 | 8.059 |
Consumer Defensive | 5.060 | 7.802 |
Basic Materials | 4.590 | 4.200 |
Energy | 3.270 | 3.352 |
Utilities | 0.780 | 2.373 |
Real Estate | 0.460 | 1.880 |
Number of long holdings: 260
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.55 | 459.28 | +0.56% | |
Novo Nordisk B | DK0062498333 | 3.20 | 993.5 | -1.10% | |
Meta Platforms | US30303M1027 | 3.18 | 509.57 | +0.97% | |
Taiwan Semicon | TW0002330008 | 2.67 | 968.00 | +0.00% | |
Broadcom | US11135F1012 | 2.49 | 1,658.22 | +1.06% | |
NVIDIA | US67066G1040 | 1.83 | 122.67 | -1.31% | |
AstraZeneca | GB0009895292 | 1.78 | 12,086.0 | -1.77% | |
Eli Lilly | US5324571083 | 1.65 | 906.71 | -0.84% | |
Tesla | US88160R1014 | 1.47 | 231.26 | +10.20% | |
Vertex | US92532F1003 | 1.25 | 473.78 | +0.54% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fube | 14.45B | 8.35 | 1.84 | 9.18 | ||
Cap Group NewPerspective lux ZL EUR | 14.45B | 8.83 | 2.84 | 10.22 | ||
Capital Group New Perspective Fubde | 14.45B | 8.37 | 1.84 | 9.18 | ||
CapGroup NewPerspective lux ZLd EUR | 14.45B | 8.85 | 2.84 | 10.22 | ||
Capital Group New Perspective Funde | 14.45B | 8.82 | 2.87 | 10.25 |
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