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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 | 23.853 |
Price to Book | 3.297 | 4.498 |
Price to Sales | 2.289 | 3.285 |
Price to Cash Flow | 13.525 | 15.806 |
Dividend Yield | 1.572 | 1.252 |
5 Years Earnings Growth | 11.843 | 12.536 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.350 | 26.602 |
Healthcare | 16.670 | 16.378 |
Consumer Cyclical | 12.130 | 12.523 |
Financial Services | 11.890 | 13.514 |
Industrials | 11.770 | 11.875 |
Communication Services | 10.600 | 8.008 |
Consumer Defensive | 5.110 | 7.977 |
Basic Materials | 4.820 | 4.294 |
Energy | 3.440 | 3.404 |
Utilities | 0.780 | 2.341 |
Real Estate | 0.440 | 1.873 |
Number of long holdings: 258
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.73 | 423.85 | -0.16% | |
Novo Nordisk B | DK0062498333 | 3.17 | 983.6 | -0.04% | |
Meta Platforms | US30303M1027 | 3.09 | 492.96 | -0.16% | |
Taiwan Semicon | TW0002330008 | 2.66 | 879.00 | -1.68% | |
Broadcom | US11135F1012 | 2.50 | 1,407.04 | +0.41% | |
AstraZeneca | GB0009895292 | 1.82 | 12,606.8 | +0.40% | |
Eli Lilly | US5324571083 | 1.73 | 849.99 | +1.52% | |
Tesla | US88160R1014 | 1.60 | 177.48 | -0.26% | |
NVIDIA | US67066G1040 | 1.50 | 120.89 | -0.09% | |
TotalEnergies SE | FR0000120271 | 1.27 | 64.67 | -0.42% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funzc | 14.21B | 4.30 | 1.56 | 9.83 | ||
Capital Group New Perspective Fubc | 14.21B | 4.01 | 0.79 | 8.96 | ||
Capital Group New Perspective Fundc | 14.21B | 4.41 | 1.82 | 10.03 | ||
Capital Group Global Allocation Fzc | 1.34B | 4.19 | 4.06 | 7.39 | ||
Capital Group Global Allocation Fcc | 1.34B | 4.49 | 4.89 | 8.21 |
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