
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.55 | 2.94 | 2.39 |
Shares | 81.83 | 81.83 | 0.00 |
Bonds | 16.93 | 19.20 | 2.27 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.57 | 0.57 | 0.00 |
Other | 0.09 | 0.09 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.51 | 17.66 |
Price to Book | 2.84 | 2.79 |
Price to Sales | 2.15 | 1.96 |
Price to Cash Flow | 11.70 | 11.12 |
Dividend Yield | 1.88 | 2.06 |
5 Years Earnings Growth | 10.05 | 11.02 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.70 | 21.13 |
Financial Services | 19.67 | 15.93 |
Healthcare | 10.66 | 11.66 |
Consumer Cyclical | 10.23 | 10.23 |
Industrials | 9.78 | 11.23 |
Communication Services | 7.48 | 7.66 |
Consumer Defensive | 5.72 | 6.75 |
Real Estate | 5.27 | 4.38 |
Energy | 4.65 | 5.36 |
Basic Materials | 3.69 | 3.68 |
Utilities | 3.15 | 3.18 |
Number of long holdings: 26
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Capital Appreciation Inst | - | 12.27 | - | - | |
Principal US Mega-Cap ETF | - | 12.13 | - | - | |
Principal Equity Income Inst | - | 9.77 | - | - | |
Principal Core Fixed Income R6 | - | 7.82 | - | - | |
Principal Large Cap Value III Inst | - | 7.30 | - | - | |
Principal Blue Chip R6 | - | 5.80 | - | - | |
Principal MidCap R6 | - | 4.59 | - | - | |
Principal International Equity ETF | - | 4.28 | - | - | |
Principal Overseas Instl | - | 4.24 | - | - | |
Principal LargeCap Growth I R6 | - | 4.08 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.2B | -0.94 | 12.51 | 11.67 | ||
Principal Equity Income Inst | 6.77B | -2.37 | 7.32 | 9.01 | ||
Principal Large Cap S&P 500 Index I | 6.04B | -4.98 | 11.98 | 12.12 | ||
Principal Preferred Securities Inst | 3.8B | 0.68 | 4.48 | 3.98 | ||
Principal Real Estate Securities In | 3.61B | 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