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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 | 23.238 |
Price to Book | 3.385 | 4.390 |
Price to Sales | 2.310 | 3.156 |
Price to Cash Flow | 13.385 | 15.140 |
Dividend Yield | 1.506 | 1.271 |
5 Years Earnings Growth | 11.199 | 12.219 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.900 | 26.163 |
Healthcare | 16.860 | 16.594 |
Consumer Cyclical | 12.820 | 12.565 |
Financial Services | 11.850 | 13.737 |
Industrials | 10.870 | 11.663 |
Communication Services | 10.090 | 7.777 |
Consumer Defensive | 5.370 | 8.220 |
Basic Materials | 4.790 | 4.330 |
Energy | 3.100 | 3.239 |
Utilities | 0.730 | 2.306 |
Real Estate | 0.620 | 1.978 |
Number of long holdings: 263
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.93 | 420.72 | -0.17% | |
Meta Platforms | US30303M1027 | 3.48 | 485.58 | -1.68% | |
Novo Nordisk B | DK0062498333 | 2.85 | 881.3 | -0.79% | |
Broadcom | US11135F1012 | 2.47 | 1,325.41 | +0.51% | |
Taiwan Semicon | TW0002330008 | 2.32 | 769.00 | -1.28% | |
Tesla | US88160R1014 | 1.60 | 175.79 | -2.25% | |
Eli Lilly | US5324571083 | 1.60 | 777.96 | -0.03% | |
AstraZeneca | GB0009895292 | 1.49 | 10,678.0 | -0.60% | |
NVIDIA | US67066G1040 | 1.32 | 903.56 | +0.12% | |
Vertex | US92532F1003 | 1.19 | 418.01 | +0.17% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funbg | 13.84B | 5.25 | 3.15 | 8.90 | ||
Capital Group New Perspective Fuzdg | 13.84B | 5.40 | 3.94 | 9.77 | ||
Capital Group New Perspective Fuzgg | 13.84B | 5.38 | 3.94 | 9.78 | ||
Capital Group New Perspective Fubg | 13.84B | 5.25 | 3.15 | 8.90 | ||
Capital Group New Perspective Fubdg | 13.84B | 5.24 | 3.16 | 8.90 |
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