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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 57.93 | 58.00 | 0.07 |
Bonds | 42.27 | 42.97 | 0.70 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 0.33 | 0.33 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.88 | 17.92 |
Price to Book | 2.74 | 2.69 |
Price to Sales | 2.15 | 1.94 |
Price to Cash Flow | 12.09 | 11.05 |
Dividend Yield | 1.95 | 2.11 |
5 Years Earnings Growth | 10.86 | 10.34 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.10 | 22.25 |
Financial Services | 18.74 | 16.23 |
Industrials | 11.45 | 11.57 |
Healthcare | 10.94 | 11.12 |
Consumer Cyclical | 10.89 | 10.64 |
Communication Services | 7.22 | 7.24 |
Real Estate | 5.90 | 4.05 |
Consumer Defensive | 4.67 | 6.19 |
Energy | 3.88 | 4.07 |
Basic Materials | 3.62 | 3.81 |
Utilities | 2.58 | 2.85 |
Number of long holdings: 18
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 27.06 | - | - | |
Principal Diversified International R6 | - | 13.62 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 7.18 | - | - | |
Principal Blue Chip R6 | - | 7.10 | - | - | |
Principal LargeCap Growth I R6 | - | 7.10 | - | - | |
Principal Large Cap Value III Inst | - | 6.68 | - | - | |
Principal Equity Income Inst | - | 6.66 | - | - | |
Principal Short-Term Income Inst | - | 4.87 | - | - | |
Principal High Yield R-6 | - | 4.60 | - | - | |
Principal Inflation Protection Inst | - | 3.86 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.64B | 7.29 | 8.63 | 7.03 | ||
Principal LifeTime 2040 Institution | 3.43B | 8.59 | 10.91 | 8.21 | ||
Principal Short-Term Income Inst | 3.03B | 3.11 | 4.49 | 2.38 | ||
Principal Bond Market Index Instl | 2.75B | 3.74 | 1.51 | 1.46 | ||
Principal LifeTime 2050 Institution | 2.74B | 9.68 | 12.56 | 8.96 |
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