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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.73 | 9.89 | 4.16 |
Stocks | 56.94 | 56.94 | 0.00 |
Bonds | 36.59 | 36.59 | 0.00 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 0.63 | 0.63 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.36 | 17.17 |
Price to Book | 3.41 | 2.55 |
Price to Sales | 2.35 | 1.77 |
Price to Cash Flow | 13.26 | 10.63 |
Dividend Yield | 1.97 | 2.14 |
5 Years Earnings Growth | 11.51 | 11.38 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.44 | 21.32 |
Healthcare | 14.68 | 12.48 |
Industrials | 14.03 | 11.69 |
Financial Services | 12.39 | 14.79 |
Consumer Cyclical | 9.38 | 10.86 |
Consumer Defensive | 7.17 | 6.45 |
Communication Services | 7.17 | 6.51 |
Energy | 4.54 | 4.76 |
Basic Materials | 3.60 | 4.35 |
Utilities | 2.90 | 2.64 |
Real Estate | 1.70 | 4.21 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 8.00 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 7.09 | - | - | |
American Funds American Mutual R6 | - | 7.06 | - | - | |
American Funds AMCAP R6 | - | 6.11 | - | - | |
American Funds Bond Fund of Amer R6 | - | 5.88 | - | - | |
American Funds Inflation Linked Bd R6 | - | 5.75 | - | - | |
American Funds Washington Mutual R6 | - | 5.09 | - | - | |
American Funds Global Balanced R6 | - | 4.94 | - | - | |
American Funds Mortgage R6 | - | 4.92 | - | - | |
American Funds US Government Sec R6 | - | 4.92 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 33B | 1.60 | 2.03 | 7.22 | ||
American Funds 2035 Trgt Date RetR6 | 32.08B | 2.61 | 2.65 | 8.23 | ||
American Funds 2040 Trgt Date RetR6 | 29.73B | 3.44 | 3.25 | 8.75 | ||
American Funds Bond Fund of Amer F2 | 27.04B | -3.20 | -3.36 | 1.58 | ||
American Funds Bond Fund of Amer A | 24.96B | -3.28 | -3.61 | 1.32 |
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