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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.63 | 2.41 | 0.78 |
Shares | 94.48 | 94.48 | 0.00 |
Bonds | 3.85 | 3.86 | 0.01 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.80 | 16.80 |
Price to Book | 2.69 | 2.45 |
Price to Sales | 2.07 | 1.84 |
Price to Cash Flow | 11.31 | 10.38 |
Dividend Yield | 2.00 | 2.12 |
5 Years Earnings Growth | 9.02 | 10.80 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.49 | 21.07 |
Financial Services | 19.12 | 18.15 |
Healthcare | 10.99 | 11.00 |
Industrials | 10.87 | 11.17 |
Consumer Cyclical | 10.59 | 10.97 |
Communication Services | 9.17 | 7.09 |
Consumer Defensive | 5.53 | 5.73 |
Real Estate | 5.00 | 3.44 |
Basic Materials | 3.66 | 4.32 |
Energy | 3.43 | 4.66 |
Utilities | 2.15 | 2.39 |
Number of long holdings: 15
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal International Equity R-6 | - | 24.28 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 11.69 | - | - | |
Principal LargeCap Growth I R6 | - | 11.33 | - | - | |
Principal Blue Chip R6 | - | 11.26 | - | - | |
Principal Equity Income Inst | - | 11.04 | - | - | |
Principal Large Cap Value III Inst | - | 10.97 | - | - | |
Principal SmallCap R6 | - | 3.63 | - | - | |
Principal Core Fixed Income R6 | - | 2.85 | - | - | |
Principal MidCap R6 | - | 2.56 | - | - | |
Principal Small-MidCap Dividend Inc R6 | - | 2.55 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.59B | 0.58 | 6.32 | 6.31 | ||
Principal LifeTime 2040 Institution | 3.34B | -0.25 | 7.77 | 7.29 | ||
Principal Short-Term Income Inst | 2.8B | 2.19 | 4.20 | 2.28 | ||
Principal Bond Market Index Instl | 2.57B | 3.14 | 1.80 | 1.32 | ||
Principal LifeTime 2050 Institution | 2.62B | -0.77 | 8.77 | 7.88 |
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