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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.870 | 3.870 | 0.000 |
Shares | 64.770 | 64.770 | 0.000 |
Bonds | 31.320 | 31.320 | 0.000 |
Convertible | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.721 | 16.486 |
Price to Book | 3.513 | 2.496 |
Price to Sales | 2.178 | 1.779 |
Price to Cash Flow | 12.559 | 9.991 |
Dividend Yield | 2.430 | 2.693 |
5 Years Earnings Growth | 9.599 | 10.548 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.950 | 19.002 |
Financial Services | 15.400 | 16.179 |
Healthcare | 15.080 | 12.362 |
Consumer Defensive | 12.110 | 8.183 |
Industrials | 10.480 | 10.787 |
Energy | 6.040 | 4.655 |
Consumer Cyclical | 4.990 | 9.647 |
Utilities | 3.660 | 3.381 |
Communication Services | 2.900 | 6.659 |
Basic Materials | 2.150 | 4.262 |
Real Estate | 1.230 | 7.107 |
Number of long holdings: 474
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 5.04 | 1,318.73 | -0.96% | |
United States Treasury Notes 4.5% | - | 3.90 | - | - | |
United States Treasury Bonds 4.125% | - | 2.91 | - | - | |
Taiwan Semicon | TW0002330008 | 2.90 | 769.00 | -1.28% | |
Microsoft | US5949181045 | 2.66 | 421.43 | -0.05% | |
AstraZeneca | GB0009895292 | 2.42 | 10,740.0 | -0.02% | |
Philip Morris | US7181721090 | 2.26 | 92.23 | +2.05% | |
UnitedHealth | US91324P1021 | 2.12 | 493.10 | +0.16% | |
Constellation Software | CA21037X1006 | 2.04 | 3,737.62 | -0.11% | |
Nestle | CH0038863350 | 2.03 | 95.90 | -0.10% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fubdg | 13.79B | 5.24 | 3.16 | 8.90 | ||
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 |
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