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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.98 | 2.23 | 1.25 |
Shares | 59.45 | 59.45 | 0.00 |
Bonds | 39.29 | 39.62 | 0.33 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.27 | 0.27 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.75 | 17.17 |
Price to Book | 2.57 | 2.55 |
Price to Sales | 1.87 | 1.77 |
Price to Cash Flow | 11.94 | 10.63 |
Dividend Yield | 2.10 | 2.14 |
5 Years Earnings Growth | 11.99 | 11.38 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.37 | 21.32 |
Financial Services | 17.24 | 14.79 |
Industrials | 13.60 | 11.69 |
Consumer Cyclical | 11.00 | 10.86 |
Healthcare | 10.98 | 12.48 |
Real Estate | 6.53 | 4.21 |
Communication Services | 5.70 | 6.51 |
Consumer Defensive | 5.04 | 6.45 |
Energy | 4.70 | 4.76 |
Basic Materials | 3.82 | 4.35 |
Utilities | 2.03 | 2.64 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 30.31 | - | - | |
Principal Diversified International R-6 | - | 9.80 | - | - | |
Principal Blue Chip R-6 | - | 6.36 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 6.28 | - | - | |
Principal LargeCap Growth I R6 | - | 6.20 | - | - | |
Principal Large Cap Value III Inst | - | 6.01 | - | - | |
Principal Equity Income Inst | - | 5.89 | - | - | |
Principal High Income Inst | - | 4.88 | - | - | |
Principal Overseas Instl | - | 4.06 | - | - | |
Principal MidCap Value I R-6 | - | 3.72 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.83B | 1.19 | 0.78 | 6.30 | ||
Principal High Yield Fund I Inst | 3.57B | 0.80 | 1.51 | 3.35 | ||
Principal LifeTime 2040 Institution | 3.34B | 2.63 | 1.88 | 7.33 | ||
Principal Short-Term Income Inst | 2.54B | 0.65 | 0.73 | 1.78 | ||
Principal LifeTime 2050 Institution | 2.58B | 3.58 | 2.66 | 7.94 |
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