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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.94 | 11.97 | 5.03 |
Shares | 43.81 | 43.81 | 0.00 |
Bonds | 48.68 | 48.68 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.49 | 0.49 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.66 | 17.56 |
Price to Book | 3.06 | 2.45 |
Price to Sales | 2.18 | 1.73 |
Price to Cash Flow | 12.30 | 10.06 |
Dividend Yield | 2.52 | 2.25 |
5 Years Earnings Growth | 10.46 | 10.98 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.99 | 19.83 |
Healthcare | 14.81 | 12.64 |
Financial Services | 13.97 | 15.04 |
Industrials | 12.50 | 11.38 |
Consumer Defensive | 9.18 | 6.88 |
Consumer Cyclical | 7.24 | 10.72 |
Energy | 6.13 | 4.79 |
Communication Services | 5.97 | 6.54 |
Utilities | 4.28 | 3.08 |
Basic Materials | 4.18 | 4.44 |
Real Estate | 2.72 | 4.69 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Income Fund of Amer R6 | - | 11.18 | - | - | |
American Funds Bond Fund of Amer R6 | - | 7.88 | - | - | |
American Funds American Balanced R6 | - | 7.87 | - | - | |
American Funds Inflation Linked Bd R6 | - | 7.85 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 5.89 | - | - | |
American Funds American Mutual R6 | - | 5.89 | - | - | |
American Funds Mortgage R6 | - | 5.88 | - | - | |
American Funds Capital Income Bldr R6 | - | 5.80 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 5.01 | - | - | |
American Funds US Government Sec R6 | - | 4.90 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 32.76B | 1.60 | 2.03 | 7.22 | ||
American Funds 2035 Trgt Date RetR6 | 31.72B | 2.61 | 2.65 | 8.23 | ||
American Funds 2040 Trgt Date RetR6 | 29.37B | 3.44 | 3.25 | 8.75 | ||
American Funds Bond Fund of Amer F2 | 27.29B | -3.20 | -3.36 | 1.58 | ||
American Funds Bond Fund of Amer A | 24.95B | -3.28 | -3.61 | 1.32 |
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