Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.35 | 2.71 | 1.36 |
Stocks | 49.84 | 49.84 | 0.00 |
Bonds | 48.55 | 50.19 | 1.64 |
Other | 0.25 | 0.25 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.44 | 16.95 |
Price to Book | 2.55 | 2.51 |
Price to Sales | 1.83 | 1.76 |
Price to Cash Flow | 11.72 | 10.54 |
Dividend Yield | 2.06 | 2.22 |
5 Years Earnings Growth | 11.81 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.26 | 21.05 |
Financial Services | 17.44 | 15.07 |
Industrials | 14.18 | 11.53 |
Healthcare | 11.25 | 12.16 |
Consumer Cyclical | 10.53 | 10.55 |
Communication Services | 6.02 | 6.58 |
Energy | 5.40 | 4.95 |
Consumer Defensive | 5.16 | 6.43 |
Basic Materials | 4.11 | 4.39 |
Real Estate | 3.82 | 4.61 |
Utilities | 2.84 | 2.69 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 30.08 | - | - | |
Principal Short-Term Income Inst | - | 8.75 | - | - | |
Principal Diversified International R-6 | - | 8.22 | - | - | |
Principal High Income Inst | - | 5.38 | - | - | |
Principal Blue Chip R-6 | - | 5.32 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 5.28 | - | - | |
Principal LargeCap Growth I R6 | - | 5.19 | - | - | |
Principal Large Cap Value III Inst | - | 5.03 | - | - | |
Principal Equity Income Inst | - | 4.93 | - | - | |
Principal Inflation Protection Inst | - | 4.75 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.82B | 4.23 | 1.43 | 6.41 | ||
Principal High Yield Fund I Inst | 3.57B | 2.00 | 1.85 | 3.37 | ||
Principal LifeTime 2040 Institution | 3.33B | 6.11 | 2.65 | 7.48 | ||
Principal LifeTime 2050 Institution | 2.57B | 7.47 | 3.52 | 8.12 | ||
Principal Short-Term Income Inst | 2.55B | 1.50 | 0.93 | 1.84 |
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