Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Shares | 50.120 | 50.120 | 0.000 |
| Bonds | 49.930 | 49.930 | 0.000 |
| Convertible | 0.010 | 0.010 | 0.000 |
| Other | 0.030 | 0.030 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 19.980 | 17.593 |
| Price to Book | 3.303 | 2.744 |
| Price to Sales | 2.297 | 1.984 |
| Price to Cash Flow | 13.492 | 11.372 |
| Dividend Yield | 1.586 | 2.400 |
| 5 Years Earnings Growth | 9.438 | 9.934 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 30.080 | 20.445 |
| Financial Services | 14.650 | 16.259 |
| Industrials | 11.000 | 10.558 |
| Consumer Cyclical | 10.780 | 9.102 |
| Healthcare | 9.420 | 11.536 |
| Communication Services | 8.370 | 6.852 |
| Consumer Defensive | 4.870 | 6.978 |
| Energy | 3.090 | 5.646 |
| Real Estate | 2.740 | 5.810 |
| Utilities | 2.520 | 3.979 |
| Basic Materials | 2.480 | 3.726 |
Number of long holdings: 5
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Principal VC Bond Market Index 1 | - | 49.86 | - | - | |
| Principal VC LargeCap S&P 500 Idx 1 | - | 35.34 | - | - | |
| Principal International Equity Index R6 | - | 6.98 | - | - | |
| Principal MidCap S&P 400 Index R6 | - | 3.95 | - | - | |
| Principal SmallCap S&P 600 Index R6 | - | 3.90 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Principal MidCap Institutional | 15.49B | 1.50 | 15.63 | 12.20 | ||
| Principal Large Cap S&P 500 Index I | 8.59B | 17.41 | 22.47 | 14.45 | ||
| Principal Equity Income Inst | 6.58B | 11.43 | 13.71 | 10.79 | ||
| Principal Preferred Securities Inst | 3.63B | 7.06 | 8.89 | 4.51 | ||
| Principal Real Estate Securities In | 3.59B | 1.84 | 6.75 | 6.11 |
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