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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.52 | 2.27 | 0.75 |
Shares | 94.81 | 94.81 | 0.00 |
Bonds | 3.59 | 3.60 | 0.01 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.19 | 17.97 |
Price to Book | 2.79 | 2.77 |
Price to Sales | 2.11 | 2.01 |
Price to Cash Flow | 12.12 | 11.40 |
Dividend Yield | 1.96 | 2.02 |
5 Years Earnings Growth | 9.46 | 10.43 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.34 | 23.09 |
Financial Services | 19.23 | 16.46 |
Consumer Cyclical | 11.29 | 11.02 |
Industrials | 11.20 | 11.41 |
Healthcare | 10.28 | 11.48 |
Communication Services | 8.99 | 7.34 |
Consumer Defensive | 5.13 | 5.93 |
Real Estate | 4.54 | 3.21 |
Basic Materials | 3.64 | 3.79 |
Energy | 3.39 | 3.77 |
Utilities | 1.96 | 2.50 |
Number of long holdings: 16
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal International Equity R-6 | - | 26.10 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 11.57 | - | - | |
Principal LargeCap Growth I R6 | - | 11.47 | - | - | |
Principal Blue Chip R6 | - | 11.05 | - | - | |
Principal Equity Income Inst | - | 10.56 | - | - | |
Principal Large Cap Value III Inst | - | 10.40 | - | - | |
Principal SmallCap R6 | - | 3.53 | - | - | |
Principal Glb Emerging Markets R6 | - | 2.77 | - | - | |
Principal Core Fixed Income R6 | - | 2.59 | - | - | |
Principal Small-MidCap Dividend Inc R6 | - | 2.43 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.63B | 6.71 | 10.54 | 7.08 | ||
Principal LifeTime 2040 Institution | 3.41B | 7.70 | 13.20 | 8.23 | ||
Principal Short-Term Income Inst | 2.89B | 3.11 | 4.75 | 2.38 | ||
Principal LifeTime 2050 Institution | 2.71B | 8.62 | 15.04 | 8.97 | ||
Principal Bond Market Index Instl | 2.65B | 3.98 | 2.39 | 1.54 |
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