
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.15 | 2.10 | 1.95 |
Shares | 87.19 | 87.19 | 0.00 |
Bonds | 12.28 | 12.33 | 0.05 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.34 | 0.36 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.87 | 17.26 |
Price to Book | 2.68 | 2.64 |
Price to Sales | 2.08 | 1.92 |
Price to Cash Flow | 11.54 | 10.87 |
Dividend Yield | 1.98 | 2.07 |
5 Years Earnings Growth | 9.66 | 11.03 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.33 | 16.32 |
Technology | 19.07 | 22.80 |
Consumer Cyclical | 11.39 | 11.06 |
Industrials | 11.09 | 11.13 |
Healthcare | 10.87 | 11.56 |
Communication Services | 8.74 | 7.28 |
Real Estate | 5.20 | 3.50 |
Consumer Defensive | 4.81 | 5.90 |
Energy | 3.57 | 4.01 |
Basic Materials | 3.56 | 3.80 |
Utilities | 2.37 | 2.63 |
Number of long holdings: 16
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal International Equity R-6 | - | 21.27 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 11.00 | - | - | |
Principal Blue Chip R6 | - | 10.70 | - | - | |
Principal LargeCap Growth I R6 | - | 10.31 | - | - | |
Principal Equity Income Inst | - | 10.06 | - | - | |
Principal Large Cap Value III Inst | - | 9.99 | - | - | |
Principal Core Fixed Income R6 | - | 9.72 | - | - | |
Principal SmallCap R6 | - | 3.42 | - | - | |
Principal MidCap R6 | - | 2.68 | - | - | |
Principal Real Estate Securities Fd R6 | - | 2.31 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.52B | 0.43 | 3.96 | 6.40 | ||
Principal LifeTime 2040 Institution | 3.21B | -0.25 | 5.05 | 7.40 | ||
Principal Short-Term Income Inst | 2.79B | 1.61 | 3.74 | 2.23 | ||
Principal LifeTime 2050 Institution | 2.49B | -0.77 | 5.82 | 8.01 | ||
Principal Bond Market Index Instl | 2.53B | 2.77 | 0.38 | 1.25 |
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