Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.51 | 2.54 | 1.03 |
Shares | 83.60 | 83.60 | 0.00 |
Bonds | 14.03 | 14.26 | 0.23 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.62 | 0.62 | 0.00 |
Other | 0.19 | 0.19 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.32 | 17.37 |
Price to Book | 2.88 | 2.67 |
Price to Sales | 2.05 | 1.80 |
Price to Cash Flow | 12.14 | 10.88 |
Dividend Yield | 1.96 | 2.10 |
5 Years Earnings Growth | 11.70 | 11.29 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.19 | 20.55 |
Financial Services | 17.18 | 15.25 |
Healthcare | 11.69 | 12.67 |
Industrials | 10.90 | 11.73 |
Consumer Cyclical | 9.95 | 10.06 |
Communication Services | 6.72 | 7.11 |
Real Estate | 5.38 | 4.39 |
Consumer Defensive | 5.36 | 6.72 |
Energy | 5.18 | 5.68 |
Basic Materials | 3.62 | 3.96 |
Utilities | 2.82 | 2.92 |
Number of long holdings: 25
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal US Mega-Cap ETF | - | 12.38 | - | - | |
Principal Capital Appreciation Inst | - | 12.13 | - | - | |
Principal Blue Chip R-6 | - | 11.24 | - | - | |
Principal Equity Income Inst | - | 10.78 | - | - | |
Principal Core Fixed Income R6 | - | 7.47 | - | - | |
Principal Large Cap Value III Inst | - | 7.35 | - | - | |
Principal LargeCap Growth I R6 | - | 4.31 | - | - | |
Principal Diversified International R-6 | - | 4.28 | - | - | |
Principal Overseas Instl | - | 4.01 | - | - | |
Principal US Small Cap ETF | - | 3.60 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 12.04B | 3.94 | 4.54 | 12.12 | ||
Principal Equity Income Inst | 7.07B | 3.67 | 4.05 | 9.06 | ||
Principal Large Cap S&P 500 Index I | 5.13B | 6.01 | 7.87 | 12.21 | ||
Principal Preferred Securities Inst | 4.32B | 2.81 | -0.20 | 3.99 | ||
Principal Large Cap Value III Inst | 3.32B | 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