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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.540 | 4.540 | 0.000 |
Stocks | 95.340 | 95.340 | 0.000 |
Other | 0.110 | 0.120 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.693 | 23.956 |
Price to Book | 3.402 | 4.519 |
Price to Sales | 2.352 | 3.275 |
Price to Cash Flow | 13.959 | 15.804 |
Dividend Yield | 1.441 | 1.226 |
5 Years Earnings Growth | 11.887 | 12.380 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.810 | 26.685 |
Healthcare | 16.330 | 16.351 |
Consumer Cyclical | 12.410 | 12.498 |
Financial Services | 11.740 | 13.485 |
Industrials | 11.680 | 11.862 |
Communication Services | 10.320 | 7.918 |
Consumer Defensive | 5.260 | 8.091 |
Basic Materials | 4.770 | 4.349 |
Energy | 3.330 | 3.327 |
Utilities | 0.740 | 2.308 |
Real Estate | 0.610 | 1.954 |
Number of long holdings: 258
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.86 | - | - | |
Meta Platforms Inc Class A | - | 3.35 | - | - | |
Novo Nordisk B | DK0062498333 | 3.00 | 878.7 | -1.41% | |
Taiwan Semicon | TW0002330008 | 2.55 | 754.00 | +0.00% | |
Broadcom Inc | - | 2.43 | - | - | |
Eli Lilly and Co | - | 1.65 | - | - | |
AstraZeneca | GB0009895292 | 1.58 | 11,352.0 | +0.75% | |
NVIDIA Corp | - | 1.49 | - | - | |
Tesla | US88160R1014 | 1.38 | 162.13 | +12.06% | |
Netflix Inc | - | 1.17 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fundc | 13.16B | 8.02 | 4.73 | 10.38 | ||
Capital Group New Perspective Funzc | 13.16B | 7.97 | 4.46 | 10.18 | ||
Capital Group New Perspective Fuzdc | 13.16B | 7.96 | 4.46 | 10.18 | ||
Capital Group Global Allocation Fzc | 1.26B | 6.14 | 4.93 | 7.65 | ||
Capital Group Global Allocation Fcc | 1.26B | 6.39 | 5.77 | 8.48 |
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