
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 42.44 | 42.51 | 0.07 |
Bonds | 58.05 | 59.01 | 0.96 |
Convertible | 0.08 | 0.08 | 0.00 |
Preferred | 1.68 | 1.68 | 0.00 |
Other | 0.11 | 0.11 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.73 | 16.97 |
Price to Book | 2.95 | 2.65 |
Price to Sales | 2.26 | 1.88 |
Price to Cash Flow | 12.78 | 11.63 |
Dividend Yield | 1.84 | 2.46 |
5 Years Earnings Growth | 10.88 | 10.24 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.15 | 19.74 |
Financial Services | 19.10 | 16.21 |
Healthcare | 11.07 | 12.02 |
Consumer Cyclical | 10.20 | 9.18 |
Industrials | 10.08 | 10.60 |
Communication Services | 7.55 | 6.70 |
Real Estate | 5.83 | 6.05 |
Consumer Defensive | 5.64 | 7.10 |
Energy | 4.48 | 5.73 |
Basic Materials | 3.47 | 3.74 |
Utilities | 3.42 | 3.81 |
Number of long holdings: 26
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 28.22 | - | - | |
Principal Bond Market Index Instl | - | 8.62 | - | - | |
Principal US Mega-Cap ETF | - | 7.74 | - | - | |
Principal Equity Income Inst | - | 6.25 | - | - | |
Principal Capital Appreciation Inst | - | 6.09 | - | - | |
Principal Finisterre EmMkts TR Bd Instl | - | 4.32 | - | - | |
Principal Blue Chip R6 | - | 3.99 | - | - | |
Principal Inflation Protection Inst | - | 3.73 | - | - | |
Principal Spectrum Pref&Cptl Scs IncR6 | - | 3.33 | - | - | |
Principal High Yield R-6 | - | 2.91 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.51B | -0.94 | 12.51 | 11.67 | ||
Principal Equity Income Inst | 6.87B | -2.37 | 7.32 | 9.01 | ||
Principal Large Cap S&P 500 Index I | 6.31B | -4.98 | 11.98 | 12.12 | ||
Principal Preferred Securities Inst | 3.81B | 0.68 | 4.48 | 3.98 | ||
Principal Real Estate Securities In | 3.62B | 2.63 | 0.24 | 6.58 |
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