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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.94 | 1.61 | 0.67 |
Shares | 93.95 | 93.95 | 0.00 |
Bonds | 5.03 | 5.05 | 0.02 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.28 | 18.04 |
Price to Book | 2.81 | 2.63 |
Price to Sales | 2.12 | 1.91 |
Price to Cash Flow | 12.21 | 10.85 |
Dividend Yield | 1.95 | 2.20 |
5 Years Earnings Growth | 9.45 | 10.31 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.02 | 22.93 |
Financial Services | 19.19 | 16.49 |
Consumer Cyclical | 11.23 | 10.90 |
Industrials | 11.18 | 11.52 |
Healthcare | 9.96 | 11.14 |
Communication Services | 9.13 | 7.30 |
Consumer Defensive | 4.94 | 5.95 |
Real Estate | 4.49 | 3.56 |
Basic Materials | 3.52 | 3.80 |
Energy | 3.43 | 3.91 |
Utilities | 1.90 | 2.52 |
Number of long holdings: 16
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal International Equity R-6 | - | 25.73 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 11.34 | - | - | |
Principal LargeCap Growth I R6 | - | 11.33 | - | - | |
Principal Blue Chip R6 | - | 10.91 | - | - | |
Principal Equity Income Inst | - | 10.42 | - | - | |
Principal Large Cap Value III Inst | - | 10.26 | - | - | |
Principal Core Fixed Income R6 | - | 3.72 | - | - | |
Principal SmallCap R6 | - | 3.45 | - | - | |
Principal Glb Emerging Markets R6 | - | 2.73 | - | - | |
Principal Small-MidCap Dividend Inc R6 | - | 2.40 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.65B | 7.29 | 8.63 | 7.03 | ||
Principal LifeTime 2040 Institution | 3.44B | 8.59 | 10.91 | 8.21 | ||
Principal Short-Term Income Inst | 3.02B | 3.11 | 4.49 | 2.38 | ||
Principal Bond Market Index Instl | 2.75B | 3.74 | 1.51 | 1.46 | ||
Principal Inflation Protection Inst | 2.3B | 4.65 | 0.69 | 2.29 |
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