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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 99.93 | 99.93 | 0.00 |
Bonds | 0.09 | 0.09 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.75 | 19.63 |
Price to Book | 4.11 | 3.70 |
Price to Sales | 2.66 | 2.36 |
Price to Cash Flow | 14.99 | 13.57 |
Dividend Yield | 1.44 | 1.61 |
5 Years Earnings Growth | 11.87 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.58 | 26.58 |
Financial Services | 12.68 | 14.22 |
Healthcare | 12.45 | 13.75 |
Consumer Cyclical | 10.50 | 10.29 |
Communication Services | 8.95 | 8.16 |
Industrials | 8.32 | 10.15 |
Consumer Defensive | 5.93 | 6.51 |
Energy | 3.95 | 4.38 |
Real Estate | 2.28 | 2.38 |
Utilities | 2.20 | 2.39 |
Basic Materials | 2.15 | 2.74 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.00 | - | - | |
Apple Inc | - | 5.57 | - | - | |
NVIDIA Corp | - | 5.00 | - | - | |
Amazon.com Inc | - | 3.69 | - | - | |
Meta Platforms Inc Class A | - | 2.39 | - | - | |
Alphabet Inc Class A | - | 1.99 | - | - | |
Berkshire Hathaway Inc Class B | - | 1.71 | - | - | |
Alphabet Inc Class C | - | 1.68 | - | - | |
Eli Lilly and Co | - | 1.39 | - | - | |
Broadcom Inc | - | 1.31 | - | - |
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 Preferred Securities Inst | 4.26B | 3.75 | 0.54 | 4.28 | ||
Principal Real Estate Securities In | 3.28B | -1.80 | 2.81 | 7.41 | ||
Principal Large Cap Value III Inst | 3.28B | 8.72 | 8.47 | 9.41 |
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