Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 15.86 | 17.93 | 2.07 |
Stocks | 21.77 | 22.03 | 0.26 |
Bonds | 58.41 | 58.49 | 0.08 |
Convertible | 0.38 | 0.38 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 3.54 | 3.54 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.25 | 14.09 |
Price to Book | 1.73 | 1.72 |
Price to Sales | 1.34 | 1.24 |
Price to Cash Flow | 8.89 | 9.20 |
Dividend Yield | 3.02 | 3.57 |
5 Years Earnings Growth | 10.13 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.43 | 16.39 |
Financial Services | 13.28 | 21.40 |
Industrials | 13.09 | 10.45 |
Real Estate | 11.13 | 9.24 |
Consumer Cyclical | 10.23 | 11.93 |
Healthcare | 7.83 | 12.70 |
Basic Materials | 6.73 | 6.16 |
Consumer Defensive | 6.37 | 7.48 |
Communication Services | 4.91 | 9.31 |
Energy | 4.54 | 5.52 |
Utilities | 4.46 | 3.80 |
Number of long holdings: 51
Number of short holdings: 11
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
L&G All Stocks Gilt Index I Inc | GB00B8387G12 | 9.48 | - | - | |
L&G Global Inflation Lnkd Bd Idx L Dist | GB00BBHXNP41 | 8.92 | - | - | |
L&G Sterling Corporate Bond Index L Dist | GB00B83GMV54 | 7.63 | - | - | |
LGIM Sterling Liquidity Plus 1 GBP Acc | IE00BYYCC479 | 7.23 | - | - | |
United States Treasury Notes 1.15854% | - | 6.00 | - | - | |
L&G Euro High Alpha Corporate Bond Fund Z EUR Inc | LU1003761308 | 5.97 | 0.996 | +0.15% | |
Legal & General Investment Management Global Corpo | GB00B6V6KV92 | 5.15 | 1.33 | +0.45% | |
Legal & General US Index Trust I Dist | GB00B0CNGS66 | 4.37 | 8.32 | +1.05% | |
L&G UK Index Trust L Dist | GB00B0CNGP36 | 4.19 | - | - | |
L&G All Stocks Index Linked Gt Idx I Inc | GB00B84VDP04 | 3.50 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Legal General US Index Trust F Acc | 765.76K | 10.67 | 13.38 | 15.24 | ||
Legal General US Index Trust F Dist | 20.51K | 10.62 | 13.37 | 15.23 | ||
Legal General US Index Trust C Dist | 953.78M | 7.07 | 14.19 | 15.30 | ||
Legal General US Index Trust I Acc | 1.41B | 7.04 | 14.13 | 15.25 | ||
Legal General US Index Trust I Dist | 1.62B | 7.05 | 14.13 | 15.25 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review