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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 41.16 | 41.16 | 0.00 |
Bonds | 58.95 | 61.89 | 2.94 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.00 | 17.49 |
Price to Book | 2.68 | 2.46 |
Price to Sales | 2.10 | 1.80 |
Price to Cash Flow | 11.37 | 10.06 |
Dividend Yield | 2.04 | 2.25 |
5 Years Earnings Growth | 8.96 | 10.57 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.03 | 19.81 |
Financial Services | 18.61 | 15.99 |
Healthcare | 10.71 | 12.15 |
Industrials | 10.65 | 11.15 |
Consumer Cyclical | 10.34 | 10.73 |
Communication Services | 8.94 | 6.99 |
Real Estate | 7.05 | 4.78 |
Consumer Defensive | 5.40 | 6.74 |
Basic Materials | 3.61 | 4.13 |
Energy | 3.43 | 4.38 |
Utilities | 2.24 | 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 | 3.58B | 0.58 | 6.32 | 6.31 | ||
Principal LifeTime 2040 Institution | 3.32B | -0.25 | 7.77 | 7.29 | ||
Principal Short-Term Income Inst | 2.81B | 2.19 | 4.20 | 2.28 | ||
Principal Bond Market Index Instl | 2.59B | 3.14 | 1.80 | 1.32 | ||
Principal LifeTime 2050 Institution | 2.6B | -0.77 | 8.77 | 7.88 |
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