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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.720 | 0.720 | 0.000 |
Shares | 99.150 | 99.150 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.110 | 0.120 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.125 | 12.434 |
Price to Book | 1.570 | 1.755 |
Price to Sales | 1.084 | 1.080 |
Price to Cash Flow | 7.520 | 7.135 |
Dividend Yield | 3.156 | 3.138 |
5 Years Earnings Growth | 9.102 | 10.287 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.210 | 17.574 |
Industrials | 10.660 | 11.442 |
Technology | 10.590 | 15.219 |
Healthcare | 10.380 | 15.275 |
Consumer Cyclical | 10.050 | 10.174 |
Energy | 7.350 | 6.928 |
Communication Services | 7.280 | 8.625 |
Consumer Defensive | 6.560 | 9.647 |
Basic Materials | 5.240 | 5.646 |
Utilities | 3.440 | 4.199 |
Real Estate | 2.240 | 1.846 |
Number of long holdings: 1,418
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co | - | 1.77 | - | - | |
Microsoft Corp | - | 1.54 | - | - | |
Apple Inc | - | 1.47 | - | - | |
Bank of America | US0605051046 | 1.26 | 37.55 | -0.74% | |
Amazon.com Inc | - | 1.15 | - | - | |
Citigroup Inc | - | 1.07 | - | - | |
Berkshire Hathaway Inc Class B | - | 1.04 | - | - | |
Exxon Mobil Corp | - | 1.02 | - | - | |
Meta Platforms Inc Class A | - | 0.90 | - | - | |
Wells Fargo & Co | - | 0.87 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0429081620 | 8.44B | 6.72 | 8.43 | - | ||
CH0429081638 | 8.44B | 6.43 | 7.73 | - | ||
CH0337393745 | 6.36B | 7.41 | 8.69 | - | ||
CSIF CH Emerging Markets Index Blue | 3.88B | 9.34 | -6.49 | 3.17 | ||
CH0017844686 | 3.88B | 9.31 | -6.57 | 3.08 |
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