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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.69 | 2.45 | 0.76 |
Shares | 94.66 | 94.66 | 0.00 |
Bonds | 3.61 | 3.62 | 0.01 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.74 | 17.18 |
Price to Book | 2.78 | 2.48 |
Price to Sales | 2.08 | 1.85 |
Price to Cash Flow | 11.94 | 10.59 |
Dividend Yield | 1.98 | 2.12 |
5 Years Earnings Growth | 9.25 | 10.59 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.48 | 21.05 |
Financial Services | 19.11 | 18.17 |
Healthcare | 10.99 | 10.99 |
Industrials | 10.86 | 11.25 |
Consumer Cyclical | 10.65 | 10.98 |
Communication Services | 9.35 | 7.15 |
Consumer Defensive | 5.52 | 5.74 |
Real Estate | 4.85 | 3.39 |
Basic Materials | 3.66 | 4.30 |
Energy | 3.41 | 4.64 |
Utilities | 2.11 | 2.32 |
Number of long holdings: 16
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal International Equity R-6 | - | 24.60 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 11.75 | - | - | |
Principal LargeCap Growth I R6 | - | 11.60 | - | - | |
Principal Blue Chip R6 | - | 11.35 | - | - | |
Principal Equity Income Inst | - | 10.90 | - | - | |
Principal Large Cap Value III Inst | - | 10.70 | - | - | |
Principal SmallCap R6 | - | 3.59 | - | - | |
Principal Core Fixed Income R6 | - | 2.68 | - | - | |
Principal Glb Emerging Markets R6 | - | 2.54 | - | - | |
Principal Small-MidCap Dividend Inc R6 | - | 2.53 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.63B | 3.54 | 7.15 | 6.57 | ||
Principal LifeTime 2040 Institution | 3.38B | 3.85 | 9.01 | 7.66 | ||
Principal Short-Term Income Inst | 2.88B | 2.37 | 4.25 | 2.29 | ||
Principal LifeTime 2050 Institution | 2.66B | 4.25 | 10.32 | 8.34 | ||
Principal Bond Market Index Instl | 2.63B | 2.41 | 1.34 | 1.28 |
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