
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.25 | 4.37 | 2.12 |
Shares | 49.44 | 49.44 | 0.00 |
Bonds | 48.03 | 49.91 | 1.88 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.26 | 0.26 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.74 | 17.53 |
Price to Book | 2.68 | 2.61 |
Price to Sales | 2.04 | 1.91 |
Price to Cash Flow | 12.20 | 10.89 |
Dividend Yield | 1.97 | 2.20 |
5 Years Earnings Growth | 11.65 | 10.38 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.46 | 21.58 |
Financial Services | 18.41 | 16.51 |
Industrials | 12.35 | 11.30 |
Healthcare | 11.44 | 11.21 |
Consumer Cyclical | 10.52 | 10.37 |
Communication Services | 6.56 | 7.21 |
Consumer Defensive | 4.90 | 6.24 |
Energy | 4.60 | 4.31 |
Basic Materials | 3.90 | 3.85 |
Real Estate | 3.83 | 4.60 |
Utilities | 3.02 | 2.84 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 30.30 | - | - | |
Principal Diversified International R6 | - | 9.41 | - | - | |
Principal Short-Term Income Inst | - | 8.86 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 6.09 | - | - | |
Principal Blue Chip R6 | - | 5.99 | - | - | |
Principal LargeCap Growth I R6 | - | 5.94 | - | - | |
Principal Equity Income Inst | - | 5.61 | - | - | |
Principal Large Cap Value III Inst | - | 5.58 | - | - | |
Principal High Income Inst | - | 5.00 | - | - | |
Principal Inflation Protection Inst | - | 4.49 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.62B | 6.71 | 10.54 | 7.08 | ||
Principal LifeTime 2040 Institution | 3.4B | 7.70 | 13.20 | 8.23 | ||
Principal Short-Term Income Inst | 2.9B | 3.11 | 4.75 | 2.38 | ||
Principal LifeTime 2050 Institution | 2.7B | 8.62 | 15.04 | 8.97 | ||
Principal Bond Market Index Instl | 2.67B | 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