Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.89 | 2.23 | 0.34 |
Stocks | 97.19 | 97.19 | 0.00 |
Bonds | 0.73 | 0.81 | 0.08 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.18 | 0.18 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.05 | 17.75 |
Price to Book | 2.84 | 2.75 |
Price to Sales | 1.99 | 1.87 |
Price to Cash Flow | 11.97 | 11.21 |
Dividend Yield | 1.97 | 2.00 |
5 Years Earnings Growth | 11.74 | 11.54 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.22 | 20.74 |
Financial Services | 17.33 | 14.97 |
Healthcare | 11.70 | 12.67 |
Industrials | 11.18 | 12.71 |
Consumer Cyclical | 10.10 | 12.03 |
Communication Services | 6.72 | 6.61 |
Consumer Defensive | 5.42 | 6.26 |
Energy | 5.23 | 4.64 |
Real Estate | 4.58 | 4.00 |
Basic Materials | 3.73 | 3.81 |
Utilities | 2.80 | 2.47 |
Number of long holdings: 18
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Capital Appreciation Inst | - | 14.63 | - | - | |
Principal US Mega-Cap ETF | - | 13.44 | - | - | |
Principal Blue Chip R-6 | - | 12.72 | - | - | |
Principal Equity Income Inst | - | 12.12 | - | - | |
Principal Large Cap Value III Inst | - | 8.91 | - | - | |
Principal Overseas Instl | - | 5.23 | - | - | |
Principal Diversified International R-6 | - | 5.18 | - | - | |
Principal LargeCap Growth I R6 | - | 5.02 | - | - | |
Principal US Small Cap ETF | - | 4.15 | - | - | |
Principal Diversified Real Asset R6 | - | 3.73 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 12.15B | 3.94 | 4.54 | 12.12 | ||
Principal Equity Income Inst | 7.1B | 3.67 | 4.05 | 9.06 | ||
Principal Large Cap S&P 500 Index I | 5.16B | 6.01 | 7.87 | 12.21 | ||
Principal Preferred Securities Inst | 4.32B | 2.81 | -0.20 | 3.99 | ||
Principal Large Cap Value III Inst | 3.33B | 4.61 | 5.62 | 8.97 |
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