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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.660 | 3.660 | 0.000 |
Stocks | 94.550 | 94.550 | 0.000 |
Bonds | 0.830 | 0.830 | 0.000 |
Other | 0.960 | 0.960 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.115 | 14.543 |
Price to Book | 2.262 | 2.031 |
Price to Sales | 1.103 | 1.393 |
Price to Cash Flow | 9.042 | 9.216 |
Dividend Yield | 4.428 | 3.250 |
5 Years Earnings Growth | 8.566 | 9.657 |
Name | Net % | Category Average |
---|---|---|
Industrials | 21.270 | 15.948 |
Financial Services | 13.150 | 17.483 |
Healthcare | 12.550 | 15.534 |
Basic Materials | 11.920 | 6.704 |
Utilities | 9.280 | 4.573 |
Consumer Defensive | 9.220 | 11.297 |
Technology | 8.150 | 9.674 |
Consumer Cyclical | 8.000 | 9.859 |
Energy | 4.270 | 5.050 |
Communication Services | 2.180 | 5.013 |
Number of long holdings: 65
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SAP | DE0007164600 | 4.33 | 199.180 | +2.45% | |
Novo Nordisk B | DK0062498333 | 4.28 | 914.2 | +2.66% | |
Imperial Brands | GB0004544929 | 4.06 | 2,247.00 | +0.31% | |
Glencore | JE00B4T3BW64 | 3.59 | 372.65 | +2.71% | |
AstraZeneca | GB0009895292 | 3.52 | 12,050.0 | -2.10% | |
Engie | FR0010208488 | 3.36 | 15.86 | -1.00% | |
Antofagasta | GB0000456144 | 3.00 | 1,725.50 | +2.34% | |
SSE | GB0007908733 | 2.76 | 1,971.00 | -0.83% | |
Next | GB0032089863 | 2.74 | 10,290.0 | +0.98% | |
ING Groep | NL0011821202 | 2.44 | 16.25 | +1.25% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funbg | 15.11B | 14.61 | 1.69 | 9.64 | ||
Capital Group New Perspective Funzg | 15.11B | 15.17 | 2.46 | 10.51 | ||
Capital Group New Perspective Fuzdg | 15.11B | 15.16 | 2.45 | 10.50 | ||
Capital Group New Perspective Fuzgg | 15.11B | 15.15 | 2.46 | 10.52 | ||
Capital Group New Perspective Fubg | 15.11B | 14.56 | 1.68 | 9.63 |
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