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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 47.65 | 47.65 | 0.00 |
Bonds | 52.37 | 54.98 | 2.61 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.93 | 16.98 |
Price to Book | 2.68 | 2.55 |
Price to Sales | 2.09 | 1.87 |
Price to Cash Flow | 11.35 | 10.62 |
Dividend Yield | 2.03 | 2.22 |
5 Years Earnings Growth | 8.97 | 10.69 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.14 | 21.29 |
Financial Services | 18.75 | 16.41 |
Healthcare | 10.79 | 11.60 |
Industrials | 10.72 | 11.14 |
Consumer Cyclical | 10.41 | 10.36 |
Communication Services | 9.00 | 7.09 |
Real Estate | 6.44 | 4.63 |
Consumer Defensive | 5.43 | 6.21 |
Basic Materials | 3.63 | 3.91 |
Energy | 3.44 | 4.46 |
Utilities | 2.24 | 2.90 |
Number of long holdings: 18
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 32.14 | - | - | |
Principal International Equity R-6 | - | 11.99 | - | - | |
Principal Short-Term Income Inst | - | 9.55 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 5.83 | - | - | |
Principal LargeCap Growth I R6 | - | 5.58 | - | - | |
Principal Blue Chip R6 | - | 5.55 | - | - | |
Principal Equity Income Inst | - | 5.44 | - | - | |
Principal Large Cap Value III Inst | - | 5.40 | - | - | |
Principal High Yield R-6 | - | 5.07 | - | - | |
Principal Inflation Protection Inst | - | 4.68 | - | - |
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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