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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.510 | 6.590 | 0.080 |
Stocks | 55.720 | 55.720 | 0.000 |
Bonds | 38.680 | 40.210 | 1.530 |
Preferred | 0.100 | 0.100 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.399 | 16.608 |
Price to Book | 1.273 | 2.418 |
Price to Sales | 1.177 | 1.719 |
Price to Cash Flow | 4.283 | 10.145 |
Dividend Yield | 2.089 | 2.480 |
5 Years Earnings Growth | 10.146 | 10.883 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.200 | 15.133 |
Industrials | 14.150 | 12.248 |
Technology | 13.540 | 19.799 |
Consumer Cyclical | 10.450 | 10.971 |
Healthcare | 10.380 | 12.916 |
Consumer Defensive | 6.700 | 7.819 |
Energy | 6.150 | 4.279 |
Basic Materials | 4.130 | 5.235 |
Utilities | 3.790 | 3.392 |
Communication Services | 3.280 | 6.716 |
Real Estate | 1.240 | 3.743 |
Number of long holdings: 44
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AXA Rosenberg US Equity Alpha A GBP | - | 22.21 | - | - | |
AXAWF Fram Italy M Cap EUR | - | 19.37 | - | - | |
AXA World Funds Euro Credit IG M Capitalisation | LU0361850406 | 10.13 | 142.690 | -0.03% | |
AXA World Funds - Euro Inflation Bonds M Capitalis | LU0227148136 | 9.95 | 151.330 | -0.09% | |
AXAWF Fram Europe M Cap EUR | LU0389656629 | 9.60 | - | - | |
AXA Rosenberg Japan Equity Alp A GBP Hdg | IE00B5NP8358 | 3.36 | - | - | |
iShares MSCI Australia ETF | - | 1.69 | - | - | |
US Treasury Note | - | 1.38 | - | - | |
Oat Apr29 Eur 5,5 | FR0000571218 | 1.36 | 111.23 | 0.00% | |
US Treasury Note | - | 1.33 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AXA MPS Previdenza per Te Mista | 2.88 | 1.51 | 3.52 | |||
AXA MPS Previdenza per Te Garantita | 0.42 | -0.75 | -0.37 | |||
AXA MPS Previdenza per Te Crescita | 4.54 | 3.08 | 4.82 | |||
AXA MPS Previdenza per Te Stabilita | 1.46 | 0.65 | 2.20 | |||
AXA MPS Previdenza Azienda Sviluppo | 10.22 | 5.78 | 8.42 |
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