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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.92 | 2.77 | 0.85 |
Shares | 97.89 | 97.89 | 0.00 |
Bonds | 0.19 | 0.19 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.99 | 16.28 |
Price to Book | 2.43 | 2.53 |
Price to Sales | 1.85 | 1.76 |
Price to Cash Flow | 10.73 | 10.52 |
Dividend Yield | 2.16 | 2.47 |
5 Years Earnings Growth | 9.17 | 9.25 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.81 | 21.38 |
Consumer Cyclical | 12.74 | 7.25 |
Technology | 11.98 | 13.25 |
Industrials | 10.17 | 11.86 |
Healthcare | 9.92 | 14.53 |
Energy | 7.31 | 7.32 |
Communication Services | 6.12 | 5.98 |
Utilities | 6.07 | 5.21 |
Consumer Defensive | 6.03 | 8.13 |
Real Estate | 4.61 | 3.36 |
Basic Materials | 4.24 | 3.40 |
Number of long holdings: 881
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Invesco S&P 500 Pure Value | US46137V2584 | 3.18 | 97.98 | +0.84% | |
Principal Government Money Market R-6 | - | 2.79 | - | - | |
Exxon Mobil | US30231G1022 | 2.33 | 112.24 | +1.45% | |
Carnival Corp | PA1436583006 | 2.30 | 28.31 | +0.35% | |
Alphabet A | US02079K3059 | 2.28 | 253.30 | +0.73% | |
Berkshire Hathaway B | US0846707026 | 2.02 | 492.42 | +0.74% | |
Bank of America | US0605051046 | 1.87 | 51.28 | +1.67% | |
Wells Fargo&Co | US9497461015 | 1.56 | 83.28 | -0.86% | |
Amazon.com | US0231351067 | 1.51 | 213.04 | -0.67% | |
Chevron | US1667641005 | 1.47 | 153.08 | +0.90% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.87B | 5.95 | 20.00 | 13.39 | ||
Principal Equity Income Inst | 7.04B | 11.82 | 17.11 | 11.62 | ||
Principal Large Cap S&P 500 Index I | 7.18B | 14.73 | 24.72 | 15.11 | ||
Principal Preferred Securities Inst | 3.7B | 6.75 | 8.78 | 4.64 | ||
Principal Capital Appreciation Inst | 3.59B | 12.18 | 24.47 | 15.19 |
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