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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.980 | 2.010 | 0.030 |
Stocks | 71.380 | 71.450 | 0.070 |
Bonds | 24.170 | 24.170 | 0.000 |
Convertible | 0.610 | 0.610 | 0.000 |
Preferred | 0.110 | 0.110 | 0.000 |
Other | 1.740 | 1.740 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.288 | 16.370 |
Price to Book | 2.852 | 2.399 |
Price to Sales | 1.955 | 1.664 |
Price to Cash Flow | 11.379 | 10.040 |
Dividend Yield | 2.108 | 2.455 |
5 Years Earnings Growth | 11.586 | 10.708 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.180 | 20.031 |
Healthcare | 15.250 | 12.776 |
Financial Services | 14.430 | 14.645 |
Consumer Cyclical | 10.610 | 11.033 |
Industrials | 9.240 | 12.439 |
Consumer Defensive | 8.350 | 7.813 |
Communication Services | 7.720 | 6.938 |
Basic Materials | 4.330 | 5.892 |
Energy | 3.230 | 4.033 |
Utilities | 2.230 | 2.971 |
Real Estate | 1.440 | 3.222 |
Number of long holdings: 1
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Universal Invest High HC | LU0471613637 | 100.00 | 289.930 | -0.33% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Global Flexible C Inc | 3.58B | 4.91 | 3.36 | 4.88 | ||
Portfolio Global Medium C Inc | 2.57B | 3.69 | 2.04 | 4.04 | ||
Universal Global Flexible B Inc | 2.14B | 4.82 | 3.10 | 4.65 | ||
Portfolio Global High C Inc | 1.96B | 6.13 | 4.56 | 6.67 | ||
Portfolio Global Medium B Inc | 1.64B | 3.61 | 1.78 | 3.78 |
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