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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.45 | 2.32 | 0.87 |
Shares | 93.48 | 93.48 | 0.00 |
Bonds | 5.02 | 5.04 | 0.02 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.17 | 17.89 |
Price to Book | 2.79 | 2.62 |
Price to Sales | 2.11 | 1.90 |
Price to Cash Flow | 12.11 | 10.77 |
Dividend Yield | 1.98 | 2.22 |
5 Years Earnings Growth | 9.46 | 10.27 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.14 | 22.68 |
Financial Services | 19.33 | 16.55 |
Consumer Cyclical | 11.23 | 10.93 |
Industrials | 11.22 | 11.50 |
Healthcare | 10.32 | 11.26 |
Communication Services | 8.90 | 7.23 |
Consumer Defensive | 5.21 | 6.02 |
Real Estate | 4.60 | 3.58 |
Basic Materials | 3.64 | 3.81 |
Energy | 3.39 | 3.91 |
Utilities | 2.01 | 2.54 |
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 | 3.57B | 6.71 | 10.54 | 7.08 | ||
Principal LifeTime 2040 Institution | 3.33B | 7.70 | 13.20 | 8.23 | ||
Principal Short-Term Income Inst | 3.02B | 3.11 | 4.75 | 2.38 | ||
Principal Bond Market Index Instl | 2.73B | 3.98 | 2.39 | 1.54 | ||
Principal Inflation Protection Inst | 2.29B | 4.52 | 2.05 | 2.27 |
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