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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.28 | 4.30 | 4.02 |
Shares | 49.01 | 49.01 | 0.00 |
Bonds | 50.60 | 54.57 | 3.97 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.87 | 17.12 |
Price to Book | 2.76 | 2.56 |
Price to Sales | 2.10 | 1.88 |
Price to Cash Flow | 11.97 | 10.69 |
Dividend Yield | 2.02 | 2.22 |
5 Years Earnings Growth | 9.21 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.16 | 21.29 |
Financial Services | 18.77 | 16.48 |
Healthcare | 10.79 | 11.56 |
Industrials | 10.72 | 11.18 |
Consumer Cyclical | 10.48 | 10.36 |
Communication Services | 9.19 | 7.08 |
Real Estate | 6.22 | 4.62 |
Consumer Defensive | 5.43 | 6.25 |
Basic Materials | 3.63 | 3.90 |
Energy | 3.42 | 4.39 |
Utilities | 2.20 | 2.88 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 31.05 | - | - | |
Principal International Equity R-6 | - | 12.50 | - | - | |
Principal Short-Term Income Inst | - | 9.30 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 6.03 | - | - | |
Principal LargeCap Growth I R6 | - | 5.88 | - | - | |
Principal Blue Chip R6 | - | 5.75 | - | - | |
Principal Equity Income Inst | - | 5.51 | - | - | |
Principal Large Cap Value III Inst | - | 5.41 | - | - | |
Principal High Yield R-6 | - | 5.00 | - | - | |
Principal Inflation Protection Inst | - | 4.53 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.62B | 3.54 | 7.15 | 6.57 | ||
Principal LifeTime 2040 Institution | 3.37B | 3.85 | 9.01 | 7.66 | ||
Principal Short-Term Income Inst | 2.88B | 2.37 | 4.25 | 2.29 | ||
Principal LifeTime 2050 Institution | 2.65B | 4.25 | 10.32 | 8.34 | ||
Principal Bond Market Index Instl | 2.63B | 2.41 | 1.34 | 1.28 |
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