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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 78.64 | 78.64 | 0.00 |
Bonds | 21.19 | 21.27 | 0.08 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 0.32 | 0.34 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.92 | 17.22 |
Price to Book | 2.69 | 2.57 |
Price to Sales | 2.09 | 1.87 |
Price to Cash Flow | 11.58 | 10.62 |
Dividend Yield | 1.98 | 2.18 |
5 Years Earnings Growth | 9.65 | 10.98 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.28 | 16.19 |
Technology | 19.03 | 22.00 |
Consumer Cyclical | 11.36 | 10.99 |
Industrials | 11.05 | 11.34 |
Healthcare | 10.84 | 11.58 |
Communication Services | 8.73 | 7.06 |
Real Estate | 5.46 | 4.08 |
Consumer Defensive | 4.80 | 6.01 |
Energy | 3.56 | 4.09 |
Basic Materials | 3.55 | 3.92 |
Utilities | 2.35 | 2.74 |
Number of long holdings: 16
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal International Equity R-6 | - | 19.16 | - | - | |
Principal Core Fixed Income R6 | - | 17.48 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 9.83 | - | - | |
Principal Blue Chip R6 | - | 9.70 | - | - | |
Principal LargeCap Growth I R6 | - | 9.33 | - | - | |
Principal Equity Income Inst | - | 9.07 | - | - | |
Principal Large Cap Value III Inst | - | 9.02 | - | - | |
Principal High Yield R-6 | - | 3.04 | - | - | |
Principal SmallCap R6 | - | 2.98 | - | - | |
Principal MidCap R6 | - | 2.40 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.48B | 0.43 | 3.96 | 6.40 | ||
Principal LifeTime 2040 Institution | 3.16B | -0.25 | 5.05 | 7.40 | ||
Principal Short-Term Income Inst | 2.78B | 1.61 | 3.74 | 2.23 | ||
Principal LifeTime 2050 Institution | 2.45B | -0.77 | 5.82 | 8.01 | ||
Principal Bond Market Index Instl | 2.51B | 2.77 | 0.38 | 1.25 |
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