Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 66.94 | 66.94 | 0.00 |
Bonds | 32.83 | 32.97 | 0.14 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 0.39 | 0.41 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.80 | 17.42 |
Price to Book | 2.83 | 2.66 |
Price to Sales | 2.21 | 1.93 |
Price to Cash Flow | 12.28 | 11.23 |
Dividend Yield | 1.91 | 2.08 |
5 Years Earnings Growth | 10.94 | 11.25 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.07 | 22.41 |
Financial Services | 19.24 | 15.67 |
Industrials | 11.47 | 11.33 |
Consumer Cyclical | 10.95 | 10.69 |
Healthcare | 10.46 | 11.90 |
Communication Services | 7.33 | 7.03 |
Real Estate | 5.96 | 3.97 |
Consumer Defensive | 4.63 | 6.02 |
Energy | 3.91 | 4.20 |
Basic Materials | 3.61 | 4.00 |
Utilities | 2.38 | 2.78 |
Number of long holdings: 16
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 27.16 | - | - | |
Principal Diversified International R6 | - | 14.97 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 8.48 | - | - | |
Principal Blue Chip R6 | - | 8.41 | - | - | |
Principal LargeCap Growth I R6 | - | 8.35 | - | - | |
Principal Equity Income Inst | - | 7.83 | - | - | |
Principal Large Cap Value III Inst | - | 7.81 | - | - | |
Principal High Yield R-6 | - | 4.15 | - | - | |
Principal SmallCap R6 | - | 2.89 | - | - | |
Principal Real Estate Securities Fd R6 | - | 2.35 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.71B | 9.05 | 1.47 | 6.64 | ||
Principal LifeTime 2040 Institution | 3.37B | 11.52 | 2.62 | 7.71 | ||
Principal Short-Term Income Inst | 2.78B | 5.11 | 2.32 | 2.15 | ||
Principal LifeTime 2050 Institution | 2.64B | 13.28 | 3.47 | 8.39 | ||
Principal Bond Market Index Instl | 2.31B | 1.16 | -2.53 | 1.13 |
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