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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.92 | 1.61 | 0.69 |
Shares | 95.63 | 95.63 | 0.00 |
Bonds | 3.04 | 3.04 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.40 | 0.42 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.43 | 17.54 |
Price to Book | 2.67 | 2.54 |
Price to Sales | 1.92 | 1.76 |
Price to Cash Flow | 12.30 | 10.63 |
Dividend Yield | 1.92 | 2.21 |
5 Years Earnings Growth | 12.22 | 11.45 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.61 | 22.19 |
Financial Services | 17.43 | 14.95 |
Industrials | 13.75 | 11.54 |
Consumer Cyclical | 11.25 | 11.04 |
Healthcare | 11.18 | 12.65 |
Communication Services | 5.77 | 6.48 |
Real Estate | 5.35 | 3.81 |
Consumer Defensive | 5.10 | 6.18 |
Energy | 4.65 | 4.56 |
Basic Materials | 3.85 | 4.22 |
Utilities | 2.04 | 2.39 |
Number of long holdings: 17
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Diversified International R-6 | - | 15.72 | - | - | |
Principal Blue Chip R-6 | - | 10.39 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 10.25 | - | - | |
Principal LargeCap Growth I R6 | - | 10.19 | - | - | |
Principal Large Cap Value III Inst | - | 9.78 | - | - | |
Principal Equity Income Inst | - | 9.62 | - | - | |
Principal Overseas Instl | - | 6.51 | - | - | |
Principal MidCap Value I R-6 | - | 6.21 | - | - | |
Principal MidCap Growth III Inst | - | 4.16 | - | - | |
Principal Origin Emerging Markets R6 | - | 3.57 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.75B | 4.60 | 3.09 | 6.64 | ||
Principal High Yield Fund I Inst | 3.54B | 1.69 | 2.13 | 3.49 | ||
Principal LifeTime 2040 Institution | 3.24B | 6.37 | 4.46 | 7.69 | ||
Principal Short-Term Income Inst | 2.52B | 1.04 | 0.95 | 1.86 | ||
Principal Bond Market Index Instl | 1.93B | -0.82 | -2.62 | 1.40 |
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