Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 34.98 | 34.98 | 0.00 |
Bonds | 65.32 | 66.85 | 1.53 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.16 | 0.17 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.60 | 16.81 |
Price to Book | 2.71 | 2.40 |
Price to Sales | 2.13 | 1.74 |
Price to Cash Flow | 12.22 | 10.34 |
Dividend Yield | 1.94 | 2.59 |
5 Years Earnings Growth | 11.49 | 10.87 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.95 | 21.66 |
Financial Services | 18.41 | 15.46 |
Industrials | 12.15 | 11.12 |
Healthcare | 11.12 | 11.86 |
Consumer Cyclical | 11.06 | 10.43 |
Communication Services | 6.92 | 6.77 |
Consumer Defensive | 4.66 | 6.08 |
Energy | 4.40 | 4.46 |
Real Estate | 4.19 | 4.96 |
Basic Materials | 3.85 | 4.25 |
Utilities | 3.30 | 2.96 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 33.73 | - | - | |
Principal Short-Term Income Inst | - | 17.17 | - | - | |
Principal Diversified International R6 | - | 8.01 | - | - | |
Principal Inflation Protection Inst | - | 5.82 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 4.22 | - | - | |
Principal Blue Chip R6 | - | 4.15 | - | - | |
Principal LargeCap Growth I R6 | - | 4.12 | - | - | |
Principal Equity Income Inst | - | 3.89 | - | - | |
Principal Large Cap Value III Inst | - | 3.88 | - | - | |
Principal High Yield R-6 | - | 3.65 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal Global Multi-Strategy Ins | 261.45M | 4.43 | 3.74 | 3.56 | ||
Principal LifeTime Strategic Inc J | 239.22M | 8.60 | 1.89 | 3.92 | ||
Principal Global Multi-Strategy A | 32.26M | 5.28 | 4.22 | 3.23 |
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