Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.94 | 1.67 | 0.73 |
Stocks | 80.95 | 80.95 | 0.00 |
Bonds | 17.77 | 17.78 | 0.01 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.34 | 0.36 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.44 | 17.34 |
Price to Book | 2.66 | 2.53 |
Price to Sales | 1.93 | 1.76 |
Price to Cash Flow | 12.29 | 10.60 |
Dividend Yield | 1.93 | 2.16 |
5 Years Earnings Growth | 12.24 | 11.48 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.52 | 21.61 |
Financial Services | 17.37 | 14.90 |
Industrials | 13.73 | 11.62 |
Consumer Cyclical | 11.12 | 11.02 |
Healthcare | 11.08 | 12.56 |
Real Estate | 5.77 | 4.03 |
Communication Services | 5.74 | 6.44 |
Consumer Defensive | 5.05 | 6.34 |
Energy | 4.71 | 4.61 |
Basic Materials | 3.86 | 4.34 |
Utilities | 2.05 | 2.54 |
Number of long holdings: 18
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 14.87 | - | - | |
Principal Diversified International R-6 | - | 13.24 | - | - | |
Principal Blue Chip R-6 | - | 8.75 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 8.63 | - | - | |
Principal LargeCap Growth I R6 | - | 8.58 | - | - | |
Principal Large Cap Value III Inst | - | 8.24 | - | - | |
Principal Equity Income Inst | - | 8.10 | - | - | |
Principal Overseas Instl | - | 5.48 | - | - | |
Principal MidCap Value I R-6 | - | 5.20 | - | - | |
Principal MidCap Growth III Inst | - | 3.53 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.82B | 1.19 | 0.78 | 6.30 | ||
Principal High Yield Fund I Inst | 3.57B | 0.80 | 1.51 | 3.35 | ||
Principal LifeTime 2040 Institution | 3.31B | 2.63 | 1.88 | 7.33 | ||
Principal Short-Term Income Inst | 2.53B | 0.65 | 0.73 | 1.78 | ||
Principal LifeTime 2050 Institution | 2.55B | 3.58 | 2.66 | 7.94 |
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