
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 41.89 | 41.93 | 0.04 |
Bonds | 63.68 | 67.32 | 3.64 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.36 | 17.79 |
Price to Book | 2.77 | 2.49 |
Price to Sales | 2.13 | 1.82 |
Price to Cash Flow | 12.16 | 10.21 |
Dividend Yield | 2.03 | 2.24 |
5 Years Earnings Growth | 9.40 | 10.39 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.70 | 19.94 |
Financial Services | 18.84 | 15.98 |
Industrials | 10.99 | 11.27 |
Consumer Cyclical | 10.98 | 10.71 |
Healthcare | 10.06 | 12.02 |
Communication Services | 8.70 | 7.02 |
Real Estate | 6.57 | 4.76 |
Consumer Defensive | 5.09 | 6.76 |
Basic Materials | 3.59 | 4.10 |
Energy | 3.38 | 4.30 |
Utilities | 2.10 | 3.16 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 32.64 | - | - | |
Principal Short-Term Income Inst | - | 13.54 | - | - | |
Principal International Equity R-6 | - | 11.24 | - | - | |
Principal High Yield R-6 | - | 5.78 | - | - | |
Principal Inflation Protection Inst | - | 5.18 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 5.14 | - | - | |
Principal LargeCap Growth I R6 | - | 4.90 | - | - | |
Principal Blue Chip R6 | - | 4.72 | - | - | |
Principal Equity Income Inst | - | 4.50 | - | - | |
Principal Large Cap Value III Inst | - | 4.43 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.62B | 6.71 | 10.54 | 7.08 | ||
Principal LifeTime 2040 Institution | 3.41B | 7.70 | 13.20 | 8.23 | ||
Principal Short-Term Income Inst | 2.89B | 3.11 | 4.75 | 2.38 | ||
Principal LifeTime 2050 Institution | 2.71B | 8.62 | 15.04 | 8.97 | ||
Principal Bond Market Index Instl | 2.64B | 3.98 | 2.39 | 1.54 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review