Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.05 | 6.29 | 5.24 |
Shares | 27.07 | 27.07 | 0.00 |
Bonds | 69.42 | 71.77 | 2.35 |
Convertible | 0.11 | 0.11 | 0.00 |
Preferred | 2.20 | 2.20 | 0.00 |
Other | 0.14 | 0.14 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.98 | 18.43 |
Price to Book | 2.93 | 2.80 |
Price to Sales | 2.24 | 2.06 |
Price to Cash Flow | 12.80 | 11.43 |
Dividend Yield | 2.03 | 2.20 |
5 Years Earnings Growth | 10.93 | 10.72 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.56 | 21.39 |
Financial Services | 15.73 | 14.32 |
Healthcare | 12.80 | 12.37 |
Industrials | 9.40 | 11.02 |
Consumer Cyclical | 8.73 | 9.78 |
Communication Services | 6.90 | 7.28 |
Real Estate | 6.75 | 6.18 |
Consumer Defensive | 6.22 | 7.47 |
Energy | 5.65 | 5.63 |
Basic Materials | 3.16 | 3.55 |
Utilities | 3.10 | 3.20 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 33.04 | - | - | |
Principal Bond Market Index Instl | - | 10.88 | - | - | |
Principal US Mega-Cap ETF | - | 6.91 | - | - | |
Principal Inflation Protection Inst | - | 5.42 | - | - | |
Principal Finisterre EmMkts TR Bd Instl | - | 5.03 | - | - | |
Principal Government & High Qual Bd Inst | - | 4.32 | - | - | |
Principal Capital Appreciation Inst | - | 4.14 | - | - | |
Principal Spectrum Pref&Cptl Scs IncR6 | - | 4.08 | - | - | |
Principal Short-Term Income Inst | - | 3.55 | - | - | |
Principal High Yield R-6 | - | 3.51 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 12.1B | 7.52 | 5.60 | 12.19 | ||
Principal Equity Income Inst | 7.03B | 7.15 | 4.54 | 9.24 | ||
Principal Large Cap S&P 500 Index I | 5.42B | 11.24 | 9.38 | 12.49 | ||
Principal Preferred Securities Inst | 4.3B | 4.39 | 0.16 | 4.00 | ||
Principal Real Estate Securities In | 3.45B | -3.54 | -0.67 | 6.61 |
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