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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.230 | 4.230 | 0.000 |
Stocks | 95.640 | 95.640 | 0.000 |
Other | 0.130 | 0.130 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.205 | 23.931 |
Price to Book | 3.297 | 4.517 |
Price to Sales | 2.289 | 3.291 |
Price to Cash Flow | 13.525 | 15.855 |
Dividend Yield | 1.572 | 1.239 |
5 Years Earnings Growth | 11.843 | 12.451 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.350 | 26.707 |
Healthcare | 16.670 | 16.429 |
Consumer Cyclical | 12.130 | 12.465 |
Financial Services | 11.890 | 13.500 |
Industrials | 11.770 | 11.861 |
Communication Services | 10.600 | 7.950 |
Consumer Defensive | 5.110 | 7.948 |
Basic Materials | 4.820 | 4.310 |
Energy | 3.440 | 3.388 |
Utilities | 0.780 | 2.338 |
Real Estate | 0.440 | 1.883 |
Number of long holdings: 258
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.73 | 429.17 | -0.27% | |
Novo Nordisk B | DK0062498333 | 3.17 | 925.8 | +1.57% | |
Meta Platforms | US30303M1027 | 3.09 | 474.36 | -1.16% | |
Taiwan Semicon | TW0002330008 | 2.66 | 857.00 | -0.92% | |
Broadcom | US11135F1012 | 2.50 | 1,390.67 | -1.54% | |
AstraZeneca | GB0009895292 | 1.82 | 12,036.0 | +0.89% | |
Eli Lilly | US5324571083 | 1.73 | 811.53 | +0.45% | |
Tesla | US88160R1014 | 1.60 | 176.19 | -0.32% | |
NVIDIA | US67066G1040 | 1.50 | 1,148.25 | +0.81% | |
TotalEnergies SE | FR0000120271 | 1.27 | 65.14 | -0.75% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funbg | 14.03B | 4.06 | 0.81 | 8.96 | ||
Capital Group New Perspective Funzg | 14.03B | 4.30 | 1.56 | 9.83 | ||
Capital Group New Perspective Fuzdg | 14.03B | 4.29 | 1.56 | 9.83 | ||
Capital Group New Perspective Fubg | 14.03B | 4.01 | 0.79 | 8.96 | ||
Capital Group New Perspective Fubdg | 14.03B | 4.00 | 0.79 | 8.95 |
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