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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 41.29 | 41.29 | 0.00 |
Bonds | 59.57 | 65.54 | 5.97 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.62 | 17.48 |
Price to Book | 2.61 | 2.46 |
Price to Sales | 2.03 | 1.80 |
Price to Cash Flow | 11.02 | 10.06 |
Dividend Yield | 2.11 | 2.26 |
5 Years Earnings Growth | 8.89 | 10.57 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.86 | 16.00 |
Technology | 18.42 | 19.80 |
Healthcare | 10.88 | 12.15 |
Consumer Cyclical | 10.83 | 10.74 |
Industrials | 10.35 | 11.15 |
Communication Services | 8.93 | 6.99 |
Real Estate | 7.05 | 4.78 |
Consumer Defensive | 5.20 | 6.73 |
Basic Materials | 3.64 | 4.13 |
Energy | 3.63 | 4.38 |
Utilities | 2.22 | 3.18 |
Number of long holdings: 18
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 33.22 | - | - | |
Principal Short-Term Income Inst | - | 13.79 | - | - | |
Principal International Equity R-6 | - | 10.27 | - | - | |
Principal High Yield R-6 | - | 5.76 | - | - | |
Principal Inflation Protection Inst | - | 5.30 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 5.11 | - | - | |
Principal LargeCap Growth I R6 | - | 4.76 | - | - | |
Principal Blue Chip R6 | - | 4.73 | - | - | |
Principal Equity Income Inst | - | 4.63 | - | - | |
Principal Large Cap Value III Inst | - | 4.61 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.61B | 0.58 | 6.32 | 6.31 | ||
Principal LifeTime 2040 Institution | 3.35B | -0.25 | 7.77 | 7.29 | ||
Principal Short-Term Income Inst | 2.81B | 2.19 | 4.20 | 2.28 | ||
Principal Bond Market Index Instl | 2.57B | 3.14 | 1.80 | 1.32 | ||
Principal LifeTime 2050 Institution | 2.62B | -0.77 | 8.77 | 7.88 |
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