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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.010 | 5.010 | 0.000 |
Shares | 94.980 | 94.980 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.174 | 23.817 |
Price to Book | 3.385 | 4.497 |
Price to Sales | 2.310 | 3.252 |
Price to Cash Flow | 13.385 | 15.670 |
Dividend Yield | 1.506 | 1.236 |
5 Years Earnings Growth | 11.199 | 12.382 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.900 | 26.673 |
Healthcare | 16.860 | 16.424 |
Consumer Cyclical | 12.820 | 12.564 |
Financial Services | 11.850 | 13.493 |
Industrials | 10.870 | 11.792 |
Communication Services | 10.090 | 7.881 |
Consumer Defensive | 5.370 | 8.100 |
Basic Materials | 4.790 | 4.341 |
Energy | 3.100 | 3.290 |
Utilities | 0.730 | 2.283 |
Real Estate | 0.620 | 1.956 |
Number of long holdings: 263
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.93 | 404.33 | -1.82% | |
Meta Platforms | US30303M1027 | 3.48 | 501.80 | +1.54% | |
Novo Nordisk B | DK0062498333 | 2.85 | 862.7 | -0.99% | |
Broadcom | US11135F1012 | 2.47 | 1,258.99 | -1.84% | |
Taiwan Semicon | TW0002330008 | 2.32 | 804.00 | 0.00% | |
Tesla | US88160R1014 | 1.60 | 149.93 | -3.55% | |
Eli Lilly | US5324571083 | 1.60 | 745.95 | -0.64% | |
AstraZeneca | GB0009895292 | 1.49 | 10,914.0 | +0.48% | |
NVIDIA | US67066G1040 | 1.32 | 846.71 | +0.76% | |
Vertex | US92532F1003 | 1.19 | 393.48 | +0.10% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funbg | 13.33B | 7.78 | 3.68 | 9.31 | ||
Capital Group New Perspective Funzg | 13.33B | 7.97 | 4.46 | 10.18 | ||
Capital Group New Perspective Fuzdg | 13.33B | 7.96 | 4.46 | 10.18 | ||
Capital Group New Perspective Fuzgg | 13.33B | 7.92 | 4.45 | 10.19 | ||
Capital Group New Perspective Fubdg | 13.33B | 7.74 | 3.68 | 9.30 |
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