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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.270 | 4.270 | 0.000 |
Shares | 65.470 | 65.470 | 0.000 |
Bonds | 30.220 | 30.220 | 0.000 |
Convertible | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.498 | 16.545 |
Price to Book | 3.680 | 2.509 |
Price to Sales | 2.254 | 1.785 |
Price to Cash Flow | 12.982 | 10.021 |
Dividend Yield | 2.351 | 2.685 |
5 Years Earnings Growth | 9.065 | 10.512 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.360 | 19.102 |
Financial Services | 15.670 | 16.186 |
Healthcare | 14.650 | 12.340 |
Consumer Defensive | 11.530 | 8.144 |
Industrials | 10.670 | 10.801 |
Energy | 6.140 | 4.664 |
Consumer Cyclical | 4.750 | 9.628 |
Utilities | 3.160 | 3.342 |
Communication Services | 2.830 | 6.661 |
Basic Materials | 2.040 | 4.250 |
Real Estate | 1.220 | 7.102 |
Number of long holdings: 486
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 5.48 | 1,325.41 | +0.51% | |
United States Treasury Notes 4.5% | - | 3.74 | - | - | |
Taiwan Semicon | TW0002330008 | 3.10 | 769.00 | -1.28% | |
United States Treasury Bonds 4.125% | - | 2.78 | - | - | |
Microsoft | US5949181045 | 2.71 | 420.72 | -0.17% | |
AstraZeneca | GB0009895292 | 2.25 | 10,678.0 | -0.60% | |
Philip Morris | US7181721090 | 2.21 | 91.62 | -0.66% | |
JPMorgan | US46625H1005 | 2.11 | 200.30 | +0.39% | |
Constellation Software | CA21037X1006 | 2.02 | 3,700.00 | -0.81% | |
Visa A | US92826C8394 | 2.01 | 279.08 | +0.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funbg | 13.79B | 5.25 | 3.15 | 8.90 | ||
Capital Group New Perspective Funzg | 13.79B | 5.37 | 3.93 | 9.77 | ||
Capital Group New Perspective Fuzdg | 13.79B | 5.40 | 3.94 | 9.77 | ||
Capital Group New Perspective Fuzgg | 13.79B | 5.38 | 3.94 | 9.78 | ||
Capital Group New Perspective Fubg | 13.79B | 5.25 | 3.15 | 8.90 |
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