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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.78 | 2.86 | 2.08 |
Shares | 51.38 | 51.38 | 0.00 |
Bonds | 47.58 | 48.31 | 0.73 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.26 | 0.27 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.24 | 16.92 |
Price to Book | 2.66 | 2.50 |
Price to Sales | 1.90 | 1.74 |
Price to Cash Flow | 12.10 | 10.48 |
Dividend Yield | 1.92 | 2.21 |
5 Years Earnings Growth | 12.20 | 11.31 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.59 | 20.88 |
Financial Services | 17.27 | 15.05 |
Industrials | 14.06 | 11.43 |
Consumer Cyclical | 11.19 | 10.58 |
Healthcare | 11.17 | 12.27 |
Communication Services | 5.74 | 6.54 |
Consumer Defensive | 5.12 | 6.52 |
Energy | 5.09 | 4.94 |
Real Estate | 4.05 | 4.67 |
Basic Materials | 4.04 | 4.43 |
Utilities | 2.67 | 2.71 |
Number of long holdings: 20
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 29.47 | - | - | |
Principal Diversified International R-6 | - | 8.32 | - | - | |
Principal Short-Term Income Inst | - | 8.06 | - | - | |
Principal Blue Chip R-6 | - | 5.50 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 5.43 | - | - | |
Principal LargeCap Growth I R6 | - | 5.40 | - | - | |
Principal High Income Inst | - | 5.22 | - | - | |
Principal Large Cap Value III Inst | - | 5.18 | - | - | |
Principal Equity Income Inst | - | 5.09 | - | - | |
Principal Inflation Protection Inst | - | 4.65 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.75B | 4.60 | 3.09 | 6.64 | ||
Principal High Yield Fund I Inst | 3.54B | 1.69 | 2.13 | 3.49 | ||
Principal LifeTime 2040 Institution | 3.24B | 6.37 | 4.46 | 7.69 | ||
Principal LifeTime 2050 Institution | 2.5B | 7.65 | 5.48 | 8.33 | ||
Principal Short-Term Income Inst | 2.52B | 1.04 | 0.95 | 1.86 |
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