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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.98 | 10.54 | 5.56 |
Stocks | 45.02 | 45.02 | 0.00 |
Bonds | 49.41 | 49.41 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.50 | 0.50 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.74 | 17.64 |
Price to Book | 3.02 | 2.44 |
Price to Sales | 2.05 | 1.74 |
Price to Cash Flow | 12.11 | 10.09 |
Dividend Yield | 2.61 | 2.26 |
5 Years Earnings Growth | 10.62 | 11.07 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.51 | 20.11 |
Healthcare | 14.36 | 12.58 |
Financial Services | 14.11 | 15.07 |
Industrials | 12.93 | 11.31 |
Consumer Defensive | 8.75 | 6.79 |
Consumer Cyclical | 7.37 | 10.59 |
Energy | 6.27 | 4.80 |
Communication Services | 6.19 | 6.62 |
Utilities | 4.30 | 3.12 |
Basic Materials | 3.76 | 4.37 |
Real Estate | 2.45 | 4.67 |
Number of long holdings: 21
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds Income Fund of Amer R6 | - | 11.59 | - | - | |
American Funds Bond Fund of Amer R6 | - | 8.01 | - | - | |
American Funds American Balanced R6 | - | 8.00 | - | - | |
American Funds Inflation Linked Bd R6 | - | 7.98 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 6.02 | - | - | |
American Funds Mortgage R6 | - | 6.01 | - | - | |
American Funds American Mutual R6 | - | 6.00 | - | - | |
American Funds Capital Income Bldr R6 | - | 5.90 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 5.10 | - | - | |
American Funds US Government Sec R6 | - | 5.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 35.57B | 10.67 | 3.45 | 7.61 | ||
American Funds 2035 Trgt Date RetR6 | 35.09B | 12.12 | 3.98 | 8.65 | ||
American Funds 2040 Trgt Date RetR6 | 32.71B | 13.56 | 4.61 | 9.22 | ||
American Funds Bond Fund of Amer F2 | 31.48B | 3.22 | -1.90 | 2.03 | ||
American Funds 2045 Trgt Date RetR6 | 27.69B | 13.95 | 4.67 | 9.40 |
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