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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.09 | 1.46 | 0.37 |
Shares | 95.47 | 95.47 | 0.00 |
Bonds | 3.04 | 3.05 | 0.01 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.38 | 0.38 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.58 | 17.09 |
Price to Book | 2.56 | 2.46 |
Price to Sales | 1.85 | 1.78 |
Price to Cash Flow | 11.88 | 10.76 |
Dividend Yield | 2.06 | 2.11 |
5 Years Earnings Growth | 11.86 | 11.90 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.29 | 21.47 |
Financial Services | 17.60 | 16.59 |
Industrials | 13.92 | 11.45 |
Healthcare | 11.27 | 11.55 |
Consumer Cyclical | 10.59 | 11.02 |
Communication Services | 6.04 | 6.31 |
Consumer Defensive | 5.14 | 5.73 |
Real Estate | 5.08 | 3.77 |
Energy | 4.97 | 5.31 |
Basic Materials | 3.89 | 4.62 |
Utilities | 2.21 | 2.19 |
Number of long holdings: 18
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Diversified International R-6 | - | 15.95 | - | - | |
Principal Blue Chip R-6 | - | 10.32 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 10.20 | - | - | |
Principal LargeCap Growth I R6 | - | 10.07 | - | - | |
Principal Large Cap Value III Inst | - | 9.78 | - | - | |
Principal Equity Income Inst | - | 9.60 | - | - | |
Principal Overseas Instl | - | 6.66 | - | - | |
Principal MidCap Value I R-6 | - | 6.12 | - | - | |
Principal MidCap Growth III Inst | - | 4.04 | - | - | |
Principal Origin Emerging Markets R6 | - | 3.79 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.8B | 4.23 | 1.43 | 6.41 | ||
Principal High Yield Fund I Inst | 3.57B | 2.00 | 1.85 | 3.37 | ||
Principal LifeTime 2040 Institution | 3.31B | 6.11 | 2.65 | 7.48 | ||
Principal LifeTime 2050 Institution | 2.56B | 7.47 | 3.52 | 8.12 | ||
Principal Short-Term Income Inst | 2.54B | 1.50 | 0.93 | 1.84 |
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