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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.08 | 1.45 | 0.37 |
Stocks | 95.10 | 95.10 | 0.00 |
Bonds | 3.42 | 3.43 | 0.01 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.38 | 0.38 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.59 | 17.45 |
Price to Book | 2.56 | 2.53 |
Price to Sales | 1.85 | 1.77 |
Price to Cash Flow | 11.88 | 10.63 |
Dividend Yield | 2.06 | 2.23 |
5 Years Earnings Growth | 11.86 | 11.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.28 | 22.25 |
Financial Services | 17.61 | 14.96 |
Industrials | 13.92 | 11.67 |
Healthcare | 11.26 | 12.52 |
Consumer Cyclical | 10.59 | 10.99 |
Communication Services | 6.04 | 6.57 |
Consumer Defensive | 5.14 | 6.10 |
Real Estate | 5.09 | 3.75 |
Energy | 4.97 | 4.62 |
Basic Materials | 3.89 | 4.20 |
Utilities | 2.21 | 2.37 |
Number of long holdings: 17
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Diversified International R-6 | - | 15.92 | - | - | |
Principal Blue Chip R-6 | - | 10.31 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 10.09 | - | - | |
Principal LargeCap Growth I R6 | - | 10.06 | - | - | |
Principal Large Cap Value III Inst | - | 9.76 | - | - | |
Principal Equity Income Inst | - | 9.58 | - | - | |
Principal Overseas Instl | - | 6.61 | - | - | |
Principal MidCap Value I R-6 | - | 6.12 | - | - | |
Principal MidCap Growth III Inst | - | 4.03 | - | - | |
Principal Origin Emerging Markets R6 | - | 3.76 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.79B | 4.23 | 1.43 | 6.41 | ||
Principal High Yield Fund I Inst | 3.57B | 2.00 | 1.85 | 3.37 | ||
Principal LifeTime 2040 Institution | 3.32B | 6.11 | 2.65 | 7.48 | ||
Principal Short-Term Income Inst | 2.55B | 1.50 | 0.93 | 1.84 | ||
Principal Bond Market Index Instl | 1.99B | -1.65 | -3.21 | 1.12 |
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