
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 26.90 | 26.94 | 0.04 |
Bonds | 80.64 | 86.07 | 5.43 |
Convertible | 0.15 | 0.15 | 0.00 |
Preferred | 1.95 | 1.95 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.62 | 18.84 |
Price to Book | 3.16 | 2.91 |
Price to Sales | 2.32 | 2.20 |
Price to Cash Flow | 12.88 | 12.05 |
Dividend Yield | 1.89 | 2.16 |
5 Years Earnings Growth | 9.43 | 10.78 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.77 | 21.49 |
Financial Services | 18.78 | 15.14 |
Healthcare | 10.51 | 11.86 |
Consumer Cyclical | 9.82 | 9.18 |
Industrials | 8.51 | 10.48 |
Communication Services | 8.11 | 7.80 |
Consumer Defensive | 8.02 | 7.41 |
Real Estate | 5.03 | 6.31 |
Energy | 4.70 | 5.90 |
Basic Materials | 2.89 | 3.21 |
Utilities | 2.87 | 3.39 |
Number of long holdings: 25
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 30.20 | - | - | |
Principal Bond Market Index Instl | - | 12.38 | - | - | |
Principal US Mega-Cap ETF | - | 7.43 | - | - | |
Principal Inflation Protection Inst | - | 5.88 | - | - | |
Principal Finisterre EmMkts TR Bd Instl | - | 5.80 | - | - | |
Principal Government & High Qual Bd Inst | - | 4.32 | - | - | |
Principal High Yield R-6 | - | 4.12 | - | - | |
Principal Capital Appreciation Inst | - | 4.08 | - | - | |
Principal Equity Income Inst | - | 3.92 | - | - | |
Principal Spectrum Pref&Cptl Scs IncR6 | - | 3.80 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 16.52B | 5.77 | 18.67 | 12.47 | ||
Principal Equity Income Inst | 7.24B | 5.65 | 12.42 | 10.06 | ||
Principal Large Cap S&P 500 Index I | 6.66B | 6.15 | 19.51 | 13.45 | ||
Principal Preferred Securities Inst | 3.7B | 3.65 | 7.18 | 4.41 | ||
Principal Real Estate Securities In | 3.58B | 2.67 | 4.72 | 7.08 |
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