
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 36.64 | 36.64 | 0.00 |
Bonds | 65.03 | 70.13 | 5.10 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 0.20 | 0.21 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.32 | 16.84 |
Price to Book | 2.73 | 2.42 |
Price to Sales | 2.13 | 1.81 |
Price to Cash Flow | 11.88 | 10.51 |
Dividend Yield | 2.02 | 2.56 |
5 Years Earnings Growth | 10.25 | 10.37 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.06 | 22.17 |
Financial Services | 18.42 | 15.99 |
Consumer Cyclical | 11.22 | 10.58 |
Industrials | 10.84 | 11.09 |
Healthcare | 10.06 | 11.19 |
Communication Services | 7.83 | 7.02 |
Real Estate | 7.58 | 4.99 |
Consumer Defensive | 4.56 | 5.81 |
Energy | 3.73 | 4.20 |
Basic Materials | 3.29 | 3.94 |
Utilities | 2.41 | 3.03 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 34.87 | - | - | |
Principal Short-Term Income Inst | - | 17.37 | - | - | |
Principal Diversified International R6 | - | 8.05 | - | - | |
Principal High Yield R-6 | - | 6.85 | - | - | |
Principal Inflation Protection Inst | - | 5.94 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 4.57 | - | - | |
Principal LargeCap Growth I R6 | - | 4.54 | - | - | |
Principal Blue Chip R6 | - | 4.53 | - | - | |
Principal Large Cap Value III Inst | - | 4.04 | - | - | |
Principal Equity Income Inst | - | 4.03 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal Global Multi-Strategy Ins | 269.58M | 9.05 | 5.18 | 3.65 | ||
Principal LifeTime Strategic Inc J | 233.82M | 8.87 | 2.03 | 3.79 | ||
Principal Global Multi-Strategy A | 33.26M | 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