Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.74 | 2.15 | 0.41 |
Shares | 97.58 | 97.58 | 0.00 |
Bonds | 0.47 | 0.58 | 0.11 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.21 | 0.21 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.32 | 17.71 |
Price to Book | 2.89 | 2.81 |
Price to Sales | 2.12 | 1.93 |
Price to Cash Flow | 12.29 | 11.50 |
Dividend Yield | 1.83 | 1.99 |
5 Years Earnings Growth | 11.06 | 11.95 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.62 | 21.11 |
Financial Services | 18.50 | 15.10 |
Healthcare | 11.49 | 12.60 |
Industrials | 10.89 | 12.50 |
Consumer Cyclical | 10.57 | 11.71 |
Communication Services | 7.24 | 6.77 |
Consumer Defensive | 5.69 | 6.02 |
Real Estate | 4.56 | 4.08 |
Energy | 4.37 | 4.35 |
Basic Materials | 3.65 | 3.80 |
Utilities | 3.41 | 2.92 |
Number of long holdings: 18
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Capital Appreciation Inst | - | 14.72 | - | - | |
Principal US Mega-Cap ETF | - | 13.80 | - | - | |
Principal Equity Income Inst | - | 12.55 | - | - | |
Principal Large Cap Value III Inst | - | 9.25 | - | - | |
Principal Blue Chip R6 | - | 8.39 | - | - | |
Principal Diversified International R6 | - | 5.69 | - | - | |
Principal MidCap R6 | - | 5.17 | - | - | |
Principal LargeCap Growth I R6 | - | 5.08 | - | - | |
Principal Overseas Instl | - | 4.93 | - | - | |
Principal US Small Cap ETF | - | 4.25 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.15B | 18.77 | 5.53 | 12.65 | ||
Principal Equity Income Inst | 7.75B | 16.28 | 6.02 | 9.73 | ||
Principal Large Cap S&P 500 Index I | 6.34B | 20.82 | 8.89 | 12.81 | ||
Principal Preferred Securities Inst | 4.38B | 9.49 | 1.29 | 4.30 | ||
Principal Real Estate Securities In | 3.96B | 9.90 | -0.07 | 7.08 |
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