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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.050 | 7.050 | 0.000 |
Stocks | 63.570 | 63.570 | 0.000 |
Bonds | 29.370 | 29.370 | 0.000 |
Convertible | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.391 | 17.586 |
Price to Book | 3.200 | 2.671 |
Price to Sales | 2.306 | 1.967 |
Price to Cash Flow | 14.380 | 11.088 |
Dividend Yield | 2.208 | 2.566 |
5 Years Earnings Growth | 11.952 | 11.120 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.530 | 20.230 |
Financial Services | 16.520 | 16.347 |
Healthcare | 14.640 | 12.210 |
Industrials | 11.970 | 10.874 |
Consumer Defensive | 11.870 | 7.412 |
Energy | 5.220 | 4.623 |
Consumer Cyclical | 4.780 | 9.434 |
Utilities | 3.030 | 3.420 |
Communication Services | 2.850 | 6.622 |
Basic Materials | 2.410 | 3.989 |
Real Estate | 1.190 | 7.219 |
Number of long holdings: 575
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 4.85 | 176.64 | +2.76% | |
Taiwan Semicon | TW0002330008 | 3.98 | 977.00 | +0.51% | |
United States Treasury Notes 4.375% | - | 3.78 | - | - | |
AstraZeneca | GB0009895292 | 2.92 | 11,738.0 | -1.89% | |
Philip Morris | US7181721090 | 2.83 | 119.10 | +0.61% | |
United States Treasury Bonds 4.625% | - | 2.72 | - | - | |
JPMorgan | US46625H1005 | 2.30 | 211.22 | +3.55% | |
Constellation Software | CA21037X1006 | 2.22 | 4,353.81 | +0.90% | |
Visa A | US92826C8394 | 1.84 | 277.93 | +0.39% | |
UnitedHealth | US91324P1021 | 1.79 | 591.20 | -0.26% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fubg | 15.7B | 14.56 | 1.68 | 9.63 | ||
Capital Group New Perspective Fubdg | 15.7B | 14.59 | 1.69 | 9.63 | ||
Capital Group New Perspective Funbg | 15.7B | 14.61 | 1.69 | 9.64 | ||
Capital Group New Perspective Funzg | 15.7B | 15.17 | 2.46 | 10.51 | ||
Capital Group New Perspective Fuzdg | 15.7B | 15.16 | 2.45 | 10.50 |
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