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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.40 | 12.74 | 8.34 |
Stocks | 38.87 | 38.87 | 0.00 |
Bonds | 56.22 | 56.22 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.45 | 0.45 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.38 | 16.34 |
Price to Book | 2.75 | 2.43 |
Price to Sales | 1.75 | 1.70 |
Price to Cash Flow | 10.48 | 9.85 |
Dividend Yield | 3.03 | 2.34 |
5 Years Earnings Growth | 8.76 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 15.57 | 11.97 |
Technology | 15.20 | 19.54 |
Financial Services | 13.90 | 16.34 |
Industrials | 11.50 | 11.22 |
Consumer Defensive | 10.78 | 6.76 |
Energy | 7.91 | 6.15 |
Consumer Cyclical | 6.83 | 10.25 |
Communication Services | 5.68 | 6.11 |
Utilities | 4.58 | 2.85 |
Real Estate | 4.10 | 3.81 |
Basic Materials | 3.95 | 4.99 |
Number of long holdings: 18
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Income Fund of Amer R6 | - | 16.99 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 10.62 | - | - | |
American Funds Bond Fund of Amer R6 | - | 9.82 | - | - | |
American Funds ST Bd Fd of Amer R6 | - | 7.41 | - | - | |
American Funds Inflation Linked Bd R6 | - | 7.17 | - | - | |
American Funds American Balanced R6 | - | 6.99 | - | - | |
American Funds Mortgage R6 | - | 6.82 | - | - | |
American Funds Capital Income Bldr R6 | - | 6.80 | - | - | |
American Funds American Mutual R6 | - | 5.20 | - | - | |
American Funds Strategic Bond R-6 | - | 4.02 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 33.39B | 4.50 | 2.57 | 7.27 | ||
American Funds 2035 Trgt Date RetR6 | 32.54B | 5.72 | 3.25 | 8.29 | ||
American Funds 2040 Trgt Date RetR6 | 30.22B | 6.89 | 3.93 | 8.85 | ||
American Funds Bond Fund of Amer F2 | 27.57B | -1.67 | -2.95 | 1.62 | ||
American Funds Bond Fund of Amer A | 25.31B | -1.78 | -3.20 | 1.37 |
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