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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.25 | 4.67 | 4.42 |
Shares | 42.47 | 42.47 | 0.00 |
Bonds | 57.17 | 61.67 | 4.50 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.93 | 17.52 |
Price to Book | 2.76 | 2.46 |
Price to Sales | 2.11 | 1.80 |
Price to Cash Flow | 11.99 | 10.08 |
Dividend Yield | 2.03 | 2.25 |
5 Years Earnings Growth | 9.19 | 10.50 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.05 | 19.81 |
Financial Services | 18.63 | 15.99 |
Healthcare | 10.72 | 12.14 |
Industrials | 10.65 | 11.20 |
Consumer Cyclical | 10.41 | 10.71 |
Communication Services | 9.13 | 6.98 |
Real Estate | 6.80 | 4.78 |
Consumer Defensive | 5.40 | 6.77 |
Basic Materials | 3.61 | 4.12 |
Energy | 3.41 | 4.36 |
Utilities | 2.20 | 3.17 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 32.21 | - | - | |
Principal Short-Term Income Inst | - | 13.48 | - | - | |
Principal International Equity R-6 | - | 10.75 | - | - | |
Principal High Yield R-6 | - | 5.69 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 5.31 | - | - | |
Principal Inflation Protection Inst | - | 5.16 | - | - | |
Principal LargeCap Growth I R6 | - | 5.03 | - | - | |
Principal Blue Chip R6 | - | 4.92 | - | - | |
Principal Equity Income Inst | - | 4.72 | - | - | |
Principal Large Cap Value III Inst | - | 4.63 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.61B | 3.54 | 7.15 | 6.57 | ||
Principal LifeTime 2040 Institution | 3.35B | 3.85 | 9.01 | 7.66 | ||
Principal Short-Term Income Inst | 2.81B | 2.37 | 4.25 | 2.29 | ||
Principal LifeTime 2050 Institution | 2.62B | 4.25 | 10.32 | 8.34 | ||
Principal Bond Market Index Instl | 2.63B | 2.41 | 1.34 | 1.28 |
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