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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 34.69 | 34.69 | 0.00 |
Bonds | 65.55 | 68.80 | 3.25 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.08 | 16.68 |
Price to Book | 2.67 | 2.39 |
Price to Sales | 2.11 | 1.78 |
Price to Cash Flow | 11.40 | 10.05 |
Dividend Yield | 2.06 | 2.60 |
5 Years Earnings Growth | 8.93 | 9.98 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.80 | 21.38 |
Financial Services | 18.43 | 16.51 |
Healthcare | 10.60 | 11.41 |
Industrials | 10.57 | 11.07 |
Consumer Cyclical | 10.23 | 10.41 |
Communication Services | 8.84 | 7.09 |
Real Estate | 7.92 | 5.04 |
Consumer Defensive | 5.34 | 5.93 |
Basic Materials | 3.59 | 3.87 |
Energy | 3.41 | 4.22 |
Utilities | 2.26 | 3.06 |
Number of long holdings: 18
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 35.27 | - | - | |
Principal Short-Term Income Inst | - | 17.13 | - | - | |
Principal International Equity R-6 | - | 8.57 | - | - | |
Principal High Yield R-6 | - | 6.39 | - | - | |
Principal Inflation Protection Inst | - | 5.88 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 4.15 | - | - | |
Principal LargeCap Growth I R6 | - | 3.99 | - | - | |
Principal Blue Chip R6 | - | 3.97 | - | - | |
Principal Equity Income Inst | - | 3.89 | - | - | |
Principal Large Cap Value III Inst | - | 3.87 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal Global Multi-Strategy Ins | 262.43M | 0.00 | 4.39 | 3.45 | ||
Principal LifeTime Strategic Inc J | 231.16M | 8.87 | 2.03 | 3.79 | ||
Principal Global Multi-Strategy A | 33.14M | 8.61 | 4.70 | 3.22 |
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