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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.97 | 1.72 | 0.75 |
Shares | 80.91 | 80.91 | 0.00 |
Bonds | 17.78 | 17.79 | 0.01 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.34 | 0.36 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.46 | 17.28 |
Price to Book | 2.67 | 2.52 |
Price to Sales | 1.93 | 1.75 |
Price to Cash Flow | 12.32 | 10.54 |
Dividend Yield | 1.93 | 2.17 |
5 Years Earnings Growth | 12.20 | 11.49 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.53 | 21.60 |
Financial Services | 17.35 | 14.89 |
Industrials | 13.69 | 11.59 |
Consumer Cyclical | 11.20 | 11.02 |
Healthcare | 11.14 | 12.59 |
Real Estate | 5.76 | 4.03 |
Communication Services | 5.74 | 6.44 |
Consumer Defensive | 5.08 | 6.36 |
Energy | 4.63 | 4.60 |
Basic Materials | 3.83 | 4.33 |
Utilities | 2.03 | 2.54 |
Number of long holdings: 18
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 14.87 | - | - | |
Principal Diversified International R-6 | - | 13.24 | - | - | |
Principal Blue Chip R-6 | - | 8.75 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 8.63 | - | - | |
Principal LargeCap Growth I R6 | - | 8.58 | - | - | |
Principal Large Cap Value III Inst | - | 8.24 | - | - | |
Principal Equity Income Inst | - | 8.10 | - | - | |
Principal Overseas Instl | - | 5.48 | - | - | |
Principal MidCap Value I R-6 | - | 5.20 | - | - | |
Principal MidCap Growth III Inst | - | 3.53 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.77B | 4.60 | 3.09 | 6.64 | ||
Principal High Yield Fund I Inst | 3.55B | 1.69 | 2.13 | 3.49 | ||
Principal LifeTime 2050 Institution | 2.51B | 7.65 | 5.48 | 8.33 | ||
Principal Short-Term Income Inst | 2.53B | 1.04 | 0.95 | 1.86 | ||
Principal Bond Market Index Instl | 1.95B | -0.82 | -2.62 | 1.40 |
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