
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.18 | 5.00 | 4.82 |
Shares | 35.90 | 35.90 | 0.00 |
Bonds | 63.81 | 68.81 | 5.00 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.01 | 16.82 |
Price to Book | 2.75 | 2.40 |
Price to Sales | 2.12 | 1.79 |
Price to Cash Flow | 12.02 | 10.15 |
Dividend Yield | 2.05 | 2.61 |
5 Years Earnings Growth | 9.17 | 9.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.83 | 21.43 |
Financial Services | 18.46 | 16.51 |
Healthcare | 10.62 | 11.37 |
Industrials | 10.57 | 11.11 |
Consumer Cyclical | 10.31 | 10.39 |
Communication Services | 9.04 | 7.11 |
Real Estate | 7.63 | 5.04 |
Consumer Defensive | 5.34 | 5.97 |
Basic Materials | 3.59 | 3.86 |
Energy | 3.40 | 4.17 |
Utilities | 2.22 | 3.05 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 34.33 | - | - | |
Principal Short-Term Income Inst | - | 16.80 | - | - | |
Principal International Equity R-6 | - | 8.99 | - | - | |
Principal High Yield R-6 | - | 6.34 | - | - | |
Principal Inflation Protection Inst | - | 5.74 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 4.32 | - | - | |
Principal LargeCap Growth I R6 | - | 4.23 | - | - | |
Principal Blue Chip R6 | - | 4.14 | - | - | |
Principal Equity Income Inst | - | 3.97 | - | - | |
Principal Large Cap Value III Inst | - | 3.90 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal Global Multi-Strategy Ins | 264.75M | 1.35 | 4.83 | 3.53 | ||
Principal LifeTime Strategic Inc J | 234.39M | 8.87 | 2.03 | 3.79 | ||
Principal Global Multi-Strategy A | 33.38M | 8.61 | 4.70 | 3.22 |
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