
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 43.48 | 43.62 | 0.14 |
Bonds | 55.96 | 58.22 | 2.26 |
Convertible | 0.09 | 0.09 | 0.00 |
Preferred | 1.61 | 1.61 | 0.00 |
Other | 0.13 | 0.13 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.89 | 17.48 |
Price to Book | 3.07 | 2.69 |
Price to Sales | 2.37 | 1.94 |
Price to Cash Flow | 13.22 | 11.21 |
Dividend Yield | 1.75 | 2.45 |
5 Years Earnings Growth | 10.73 | 10.04 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.65 | 16.23 |
Technology | 18.87 | 19.99 |
Consumer Cyclical | 10.57 | 9.11 |
Healthcare | 10.51 | 11.78 |
Industrials | 10.20 | 10.65 |
Communication Services | 7.62 | 6.70 |
Real Estate | 5.70 | 5.87 |
Consumer Defensive | 5.68 | 7.13 |
Energy | 4.54 | 5.76 |
Basic Materials | 3.45 | 3.73 |
Utilities | 3.20 | 3.91 |
Number of long holdings: 26
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 27.72 | - | - | |
Principal Bond Market Index Instl | - | 8.46 | - | - | |
Principal US Mega-Cap ETF | - | 8.08 | - | - | |
Principal Equity Income Inst | - | 6.44 | - | - | |
Principal Capital Appreciation Inst | - | 6.21 | - | - | |
Principal Finisterre EmMkts TR Bd Instl | - | 4.28 | - | - | |
Principal Blue Chip R6 | - | 4.20 | - | - | |
Principal Inflation Protection Inst | - | 3.64 | - | - | |
Principal Spectrum Pref&Cptl Scs IncR6 | - | 3.25 | - | - | |
Principal High Yield R-6 | - | 2.84 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 16.31B | 6.75 | 14.93 | 12.33 | ||
Principal Equity Income Inst | 7.13B | 6.61 | 10.35 | 10.03 | ||
Principal Large Cap S&P 500 Index I | 6.6B | 8.51 | 16.92 | 13.47 | ||
Principal Preferred Securities Inst | 3.71B | 4.48 | 5.91 | 4.38 | ||
Principal Capital Appreciation Inst | 3.57B | 6.13 | 17.44 | 13.54 |
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