Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.120 | 2.100 | 1.980 |
Stocks | 64.840 | 64.840 | 0.000 |
Bonds | 34.990 | 34.990 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.166 | 18.050 |
Price to Book | 2.955 | 3.060 |
Price to Sales | 1.945 | 2.050 |
Price to Cash Flow | 12.231 | 11.864 |
Dividend Yield | 1.791 | 2.018 |
5 Years Earnings Growth | 11.024 | 11.251 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.700 | 22.841 |
Financial Services | 14.040 | 14.975 |
Healthcare | 11.990 | 13.415 |
Consumer Cyclical | 11.470 | 10.071 |
Industrials | 11.310 | 10.846 |
Communication Services | 7.140 | 7.178 |
Consumer Defensive | 6.090 | 6.320 |
Energy | 4.200 | 5.456 |
Basic Materials | 3.440 | 3.518 |
Real Estate | 3.240 | 3.569 |
Utilities | 2.370 | 3.043 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal VC LargeCap S&P 500 Idx 1 | - | 44.95 | - | - | |
Principal VC Bond Market Index 1 | - | 35.02 | - | - | |
Principal International Equity Index R-6 | - | 9.96 | - | - | |
Principal SmallCap S&P 600 Index R-6 | - | 5.05 | - | - | |
Principal MidCap S&P 400 Index R-6 | - | 5.04 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 11.77B | 10.97 | 9.12 | 12.70 | ||
Principal Equity Income Inst | 6.98B | 8.00 | 6.91 | 9.65 | ||
Principal Large Cap S&P 500 Index I | 4.97B | 10.52 | 11.29 | 12.76 | ||
Principal Preferred Securities Inst | 4.26B | 3.75 | 0.54 | 4.28 | ||
Principal Real Estate Securities In | 3.28B | -1.80 | 2.81 | 7.41 |
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