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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 35.98 | 36.21 | 0.23 |
Bonds | 64.28 | 68.32 | 4.04 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 0.16 | 0.17 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.09 | 17.01 |
Price to Book | 2.79 | 2.44 |
Price to Sales | 2.20 | 1.82 |
Price to Cash Flow | 12.20 | 10.50 |
Dividend Yield | 1.97 | 2.55 |
5 Years Earnings Growth | 10.10 | 10.39 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.64 | 21.83 |
Financial Services | 18.63 | 16.22 |
Consumer Cyclical | 11.05 | 10.56 |
Industrials | 10.82 | 11.06 |
Healthcare | 10.53 | 11.24 |
Communication Services | 8.45 | 7.15 |
Real Estate | 7.83 | 5.01 |
Consumer Defensive | 4.63 | 5.83 |
Energy | 3.53 | 4.15 |
Basic Materials | 3.47 | 3.89 |
Utilities | 2.42 | 3.05 |
Number of long holdings: 20
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 33.71 | - | - | |
Principal Short-Term Income Inst | - | 16.58 | - | - | |
Principal International Equity R-6 | - | 8.23 | - | - | |
Principal High Yield R-6 | - | 6.64 | - | - | |
Principal Inflation Protection Inst | - | 5.76 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 4.41 | - | - | |
Principal Blue Chip R6 | - | 4.36 | - | - | |
Principal LargeCap Growth I R6 | - | 4.30 | - | - | |
Principal Equity Income Inst | - | 4.00 | - | - | |
Principal Large Cap Value III Inst | - | 3.96 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal Global Multi-Strategy Ins | 262.49M | 9.05 | 5.18 | 3.65 | ||
Principal LifeTime Strategic Inc J | 222.16M | 8.87 | 2.03 | 3.79 | ||
Principal Global Multi-Strategy A | 32.79M | 8.61 | 4.70 | 3.22 |
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