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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 79.49 | 79.49 | 0.00 |
Bonds | 20.59 | 20.67 | 0.08 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.81 | 17.44 |
Price to Book | 2.87 | 2.61 |
Price to Sales | 2.16 | 1.88 |
Price to Cash Flow | 11.88 | 10.85 |
Dividend Yield | 1.87 | 2.16 |
5 Years Earnings Growth | 10.24 | 10.98 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.50 | 22.18 |
Financial Services | 18.49 | 15.89 |
Consumer Cyclical | 11.88 | 11.03 |
Industrials | 10.91 | 11.38 |
Healthcare | 10.38 | 11.61 |
Communication Services | 9.09 | 7.05 |
Real Estate | 5.24 | 4.06 |
Consumer Defensive | 5.14 | 6.03 |
Basic Materials | 3.83 | 3.94 |
Energy | 3.52 | 4.09 |
Utilities | 2.02 | 2.74 |
Number of long holdings: 17
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal International Equity R-6 | - | 18.75 | - | - | |
Principal Core Fixed Income R6 | - | 16.62 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 10.06 | - | - | |
Principal Blue Chip R6 | - | 9.91 | - | - | |
Principal LargeCap Growth I R6 | - | 9.79 | - | - | |
Principal Equity Income Inst | - | 9.12 | - | - | |
Principal Large Cap Value III Inst | - | 9.05 | - | - | |
Principal SmallCap R6 | - | 3.13 | - | - | |
Principal High Yield R-6 | - | 2.95 | - | - | |
Principal MidCap R6 | - | 2.43 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.58B | 2.96 | 4.85 | 6.61 | ||
Principal LifeTime 2040 Institution | 3.25B | 3.16 | 6.52 | 7.69 | ||
Principal Short-Term Income Inst | 2.82B | 1.30 | 3.21 | 2.23 | ||
Principal LifeTime 2050 Institution | 2.53B | 3.31 | 7.66 | 8.36 | ||
Principal Bond Market Index Instl | 2.52B | 2.77 | -0.58 | 1.30 |
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