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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.580 | 3.580 | 0.000 |
Stocks | 96.300 | 96.300 | 0.000 |
Bonds | 0.050 | 0.050 | 0.000 |
Preferred | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.951 | 20.056 |
Price to Book | 4.031 | 3.713 |
Price to Sales | 2.923 | 2.469 |
Price to Cash Flow | 15.175 | 13.766 |
Dividend Yield | 1.593 | 1.578 |
5 Years Earnings Growth | 12.847 | 11.654 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.390 | 28.082 |
Industrials | 15.560 | 8.942 |
Healthcare | 12.870 | 13.593 |
Financial Services | 11.110 | 14.048 |
Communication Services | 10.510 | 8.499 |
Consumer Cyclical | 10.270 | 10.650 |
Consumer Defensive | 5.640 | 5.909 |
Basic Materials | 4.060 | 3.009 |
Energy | 2.280 | 4.134 |
Utilities | 2.250 | 2.386 |
Real Estate | 1.050 | 2.510 |
Number of long holdings: 203
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.96 | - | - | |
Broadcom Inc | - | 5.92 | - | - | |
GE Aerospace | - | 4.63 | - | - | |
Meta Platforms Inc Class A | - | 4.17 | - | - | |
Amazon.com Inc | - | 3.54 | - | - | |
Alphabet Inc Class A | - | 2.32 | - | - | |
RTX Corp | - | 2.24 | - | - | |
Alphabet Inc Class C | - | 2.11 | - | - | |
Mastercard Inc Class A | - | 2.05 | - | - | |
Abbott Laboratories | - | 1.94 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group New Perspective lux C CHF | 13.63B | 8.20 | 5.30 | - | ||
Cap Group NewPerspective lux ZL CHF | 13.63B | 8.03 | 4.70 | 10.35 | ||
Cap Group NewPerspective lux A7 CHF | 13.63B | 8.04 | 4.82 | - | ||
CapGroup NewPerspective lux ZLd CHF | 13.63B | 8.06 | 4.70 | 10.35 | ||
Cap Group NewPerspective lux Bh CHF | 13.63B | 0.85 | 0.49 | - |
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