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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.120 | 6.120 | 0.000 |
Shares | 64.280 | 64.280 | 0.000 |
Bonds | 29.580 | 29.580 | 0.000 |
Convertible | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.029 | 17.364 |
Price to Book | 3.489 | 2.664 |
Price to Sales | 2.177 | 1.941 |
Price to Cash Flow | 13.861 | 10.981 |
Dividend Yield | 2.230 | 2.572 |
5 Years Earnings Growth | 13.230 | 10.922 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.280 | 20.457 |
Financial Services | 15.940 | 16.334 |
Healthcare | 13.680 | 11.655 |
Industrials | 12.460 | 11.051 |
Consumer Defensive | 11.500 | 7.465 |
Energy | 5.440 | 4.735 |
Consumer Cyclical | 4.390 | 9.562 |
Communication Services | 3.330 | 6.787 |
Utilities | 2.820 | 3.358 |
Basic Materials | 2.060 | 3.990 |
Real Estate | 1.090 | 7.110 |
Number of long holdings: 493
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 5.43 | 161.39 | +1.11% | |
Taiwan Semicon | TW0002330008 | 4.17 | 964.00 | +2.34% | |
United States Treasury Notes 4.5% | - | 3.66 | - | - | |
AstraZeneca | GB0009895292 | 2.75 | 13,218.0 | +0.46% | |
United States Treasury Bonds 4.125% | - | 2.74 | - | - | |
Philip Morris | US7181721090 | 2.45 | 122.41 | +0.96% | |
JPMorgan | US46625H1005 | 2.26 | 220.18 | +0.46% | |
Constellation Software | CA21037X1006 | 2.07 | 4,291.73 | -0.69% | |
Visa A | US92826C8394 | 1.84 | 270.72 | +0.94% | |
Microsoft | US5949181045 | 1.80 | 413.84 | +0.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funde | 15.25B | 11.86 | 2.76 | 10.63 | ||
Capital Group New Perspective Funbe | 15.25B | 11.17 | 1.72 | 9.56 | ||
Capital Group New Perspective Funze | 15.25B | 11.64 | 2.48 | 10.43 | ||
Capital Group New Perspective Fuzde | 15.25B | 11.68 | 2.49 | 10.43 | ||
Cap Group New Perspective lux N | 15.25B | 10.76 | 1.05 | - |
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