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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.800 | 3.800 | 0.000 |
Stocks | 95.400 | 95.400 | 0.000 |
Bonds | 0.800 | 0.800 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.964 | 14.362 |
Price to Book | 2.238 | 2.008 |
Price to Sales | 1.021 | 1.322 |
Price to Cash Flow | 9.324 | 8.695 |
Dividend Yield | 4.245 | 3.242 |
5 Years Earnings Growth | 6.943 | 9.671 |
Name | Net % | Category Average |
---|---|---|
Industrials | 18.590 | 15.809 |
Healthcare | 12.860 | 14.876 |
Basic Materials | 12.180 | 6.881 |
Financial Services | 11.830 | 17.227 |
Consumer Defensive | 11.290 | 11.585 |
Utilities | 10.870 | 4.483 |
Consumer Cyclical | 8.700 | 10.588 |
Technology | 6.730 | 9.527 |
Energy | 5.200 | 5.145 |
Communication Services | 1.760 | 4.950 |
Number of long holdings: 68
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Imperial Brands | GB0004544929 | 4.11 | 1,867.50 | -0.03% | |
Novo Nordisk B | DK0062498333 | 3.58 | 904.3 | +2.39% | |
ING Groep | NL0011821202 | 3.53 | 16.12 | +0.36% | |
Next | GB0032089863 | 3.45 | 9,254.0 | -0.43% | |
E.ON SE | DE000ENAG999 | 3.35 | 13.140 | -0.42% | |
AstraZeneca | GB0009895292 | 3.34 | 12,338.0 | -0.26% | |
BAE Systems | GB0002634946 | 3.33 | 1,353.65 | -2.89% | |
Glencore | JE00B4T3BW64 | 3.26 | 476.10 | +0.02% | |
Engie | FR0010208488 | 3.17 | 15.73 | -0.69% | |
Antofagasta | GB0000456144 | 2.92 | 2,264.80 | +0.43% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fundc | 13.94B | 4.41 | 1.82 | 10.03 | ||
Capital Group New Perspective Funzc | 13.94B | 4.30 | 1.56 | 9.83 | ||
Capital Group New Perspective Fuzdc | 13.94B | 4.29 | 1.56 | 9.83 | ||
Capital Group New Perspective Fubc | 13.94B | 4.01 | 0.79 | 8.96 | ||
Capital Group Global Allocation Fzc | 1.31B | 4.19 | 4.06 | 7.39 |
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