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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.230 | 4.230 | 0.000 |
Stocks | 95.640 | 95.640 | 0.000 |
Other | 0.130 | 0.130 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.205 | 23.849 |
Price to Book | 3.297 | 4.492 |
Price to Sales | 2.289 | 3.284 |
Price to Cash Flow | 13.525 | 15.784 |
Dividend Yield | 1.572 | 1.250 |
5 Years Earnings Growth | 11.843 | 12.584 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.350 | 26.610 |
Healthcare | 16.670 | 16.355 |
Consumer Cyclical | 12.130 | 12.505 |
Financial Services | 11.890 | 13.552 |
Industrials | 11.770 | 11.910 |
Communication Services | 10.600 | 8.053 |
Consumer Defensive | 5.110 | 7.851 |
Basic Materials | 4.820 | 4.305 |
Energy | 3.440 | 3.388 |
Utilities | 0.780 | 2.330 |
Real Estate | 0.440 | 1.877 |
Number of long holdings: 258
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.73 | 448.37 | +1.31% | |
Novo Nordisk B | DK0062498333 | 3.17 | 977.2 | -0.34% | |
Meta Platforms | US30303M1027 | 3.09 | 506.63 | +0.49% | |
Taiwan Semicon | TW0002330008 | 2.66 | 921.00 | -0.11% | |
Broadcom | US11135F1012 | 2.50 | 1,828.87 | +5.41% | |
AstraZeneca | GB0009895292 | 1.82 | 12,358.0 | -0.56% | |
Eli Lilly | US5324571083 | 1.73 | 885.01 | +0.75% | |
Tesla | US88160R1014 | 1.60 | 187.44 | +5.30% | |
NVIDIA | US67066G1040 | 1.50 | 130.98 | -0.68% | |
TotalEnergies SE | FR0000120271 | 1.27 | 62.37 | +0.60% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funzc | 14.31B | 8.68 | 2.60 | 10.05 | ||
Capital Group New Perspective Fuzdc | 14.31B | 8.70 | 2.61 | 10.05 | ||
Capital Group New Perspective Fubc | 14.31B | 8.35 | 1.84 | 9.18 | ||
Capital Group Global Allocation Fzc | 1.36B | 5.34 | 4.42 | 7.16 | ||
Capital Group Global Allocation Fcc | 1.36B | 5.74 | 5.25 | 7.97 |
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