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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.33 | 4.65 | 4.32 |
Shares | 63.74 | 63.74 | 0.00 |
Bonds | 34.50 | 37.23 | 2.73 |
Convertible | 0.08 | 0.08 | 0.00 |
Preferred | 1.26 | 1.26 | 0.00 |
Other | 0.09 | 0.09 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.91 | 18.53 |
Price to Book | 2.96 | 3.22 |
Price to Sales | 2.24 | 2.20 |
Price to Cash Flow | 12.31 | 12.19 |
Dividend Yield | 1.88 | 1.94 |
5 Years Earnings Growth | 9.31 | 11.02 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.14 | 23.94 |
Financial Services | 19.80 | 15.90 |
Consumer Cyclical | 10.26 | 9.98 |
Healthcare | 9.89 | 12.98 |
Industrials | 9.54 | 10.17 |
Communication Services | 7.90 | 7.51 |
Consumer Defensive | 5.79 | 6.08 |
Real Estate | 4.95 | 3.40 |
Energy | 4.16 | 4.94 |
Basic Materials | 3.44 | 3.18 |
Utilities | 3.15 | 3.22 |
Number of long holdings: 28
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 14.26 | - | - | |
Principal US Mega-Cap ETF | - | 12.06 | - | - | |
Principal Capital Appreciation Inst | - | 9.24 | - | - | |
Principal Equity Income Inst | - | 7.40 | - | - | |
Principal Bond Market Index Instl | - | 6.10 | - | - | |
Principal Large Cap Value III Inst | - | 4.73 | - | - | |
Principal High Yield R-6 | - | 4.53 | - | - | |
Principal MidCap R6 | - | 3.84 | - | - | |
Principal Blue Chip R6 | - | 3.77 | - | - | |
Principal International Equity ETF | - | 3.53 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.94B | 2.85 | 14.18 | 11.98 | ||
Principal Equity Income Inst | 7.11B | 1.85 | 7.86 | 9.39 | ||
Principal Large Cap S&P 500 Index I | 6.44B | 1.02 | 14.22 | 12.67 | ||
Principal Preferred Securities Inst | 3.68B | 2.19 | 5.27 | 4.17 | ||
Principal Real Estate Securities In | 3.56B | 2.81 | 2.28 | 6.62 |
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