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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.040 | 3.040 | 0.000 |
Stocks | 95.140 | 95.140 | 0.000 |
Bonds | 0.830 | 0.830 | 0.000 |
Other | 0.980 | 0.980 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.482 | 14.637 |
Price to Book | 2.325 | 2.044 |
Price to Sales | 1.145 | 1.403 |
Price to Cash Flow | 9.504 | 9.263 |
Dividend Yield | 4.280 | 3.289 |
5 Years Earnings Growth | 7.876 | 9.862 |
Name | Net % | Category Average |
---|---|---|
Industrials | 20.610 | 15.938 |
Healthcare | 13.370 | 15.651 |
Financial Services | 12.890 | 17.597 |
Basic Materials | 11.350 | 6.654 |
Utilities | 9.580 | 4.628 |
Consumer Defensive | 9.360 | 11.276 |
Consumer Cyclical | 8.620 | 9.784 |
Technology | 7.940 | 9.541 |
Energy | 4.110 | 4.967 |
Communication Services | 2.170 | 5.063 |
Number of long holdings: 65
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 4.61 | 778.2 | -0.60% | |
SAP | DE0007164600 | 4.38 | 200.700 | -0.05% | |
Imperial Brands | GB0004544929 | 4.13 | 2,151.00 | +0.28% | |
AstraZeneca | GB0009895292 | 3.80 | 11,738.0 | -1.89% | |
Engie | FR0010208488 | 3.68 | 15.42 | +0.46% | |
Glencore | JE00B4T3BW64 | 3.36 | 433.10 | +0.89% | |
Next | GB0032089863 | 3.08 | 9,938.0 | +0.73% | |
SSE | GB0007908733 | 2.78 | 1,838.00 | -2.78% | |
Antofagasta | GB0000456144 | 2.78 | 1,973.00 | +1.39% | |
ING Groep | NL0011821202 | 2.39 | 16.01 | +1.20% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fundc | 15.59B | 15.39 | 2.71 | 10.71 | ||
Capital Group New Perspective Funzc | 15.59B | 15.17 | 2.46 | 10.51 | ||
Capital Group New Perspective Fuzdc | 15.59B | 15.16 | 2.45 | 10.50 | ||
Capital Group New Perspective Fubc | 15.59B | 14.56 | 1.68 | 9.63 | ||
Capital Group Global Allocation Fzc | 1.5B | 10.48 | 4.11 | 7.25 |
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