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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 65.92 | 65.94 | 0.02 |
Bonds | 35.73 | 37.92 | 2.19 |
Convertible | 0.09 | 0.09 | 0.00 |
Preferred | 1.28 | 1.28 | 0.00 |
Other | 0.07 | 0.07 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.43 | 18.77 |
Price to Book | 3.40 | 3.25 |
Price to Sales | 2.49 | 2.23 |
Price to Cash Flow | 13.12 | 12.31 |
Dividend Yield | 1.71 | 1.93 |
5 Years Earnings Growth | 9.54 | 10.76 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.33 | 24.21 |
Financial Services | 17.81 | 15.90 |
Consumer Cyclical | 10.19 | 9.94 |
Healthcare | 10.14 | 12.77 |
Industrials | 8.60 | 10.22 |
Communication Services | 8.50 | 7.55 |
Consumer Defensive | 7.02 | 6.05 |
Energy | 4.33 | 4.89 |
Real Estate | 4.18 | 3.37 |
Utilities | 3.03 | 3.21 |
Basic Materials | 2.88 | 3.18 |
Number of long holdings: 28
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal US Mega-Cap ETF | - | 14.65 | - | - | |
Principal Core Fixed Income R6 | - | 12.63 | - | - | |
Principal Capital Appreciation Inst | - | 11.61 | - | - | |
Principal Equity Income Inst | - | 9.06 | - | - | |
Principal Bond Market Index Instl | - | 6.03 | - | - | |
Principal LargeCap Growth I R6 | - | 5.10 | - | - | |
Principal Large Cap Value III Inst | - | 4.65 | - | - | |
Principal High Yield R-6 | - | 4.44 | - | - | |
Principal Blue Chip R6 | - | 3.73 | - | - | |
Principal International Equity ETF | - | 3.62 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 16.6B | 5.77 | 18.67 | 12.47 | ||
Principal Equity Income Inst | 7.28B | 5.65 | 12.42 | 10.06 | ||
Principal Large Cap S&P 500 Index I | 6.66B | 6.15 | 19.51 | 13.45 | ||
Principal Preferred Securities Inst | 3.72B | 3.65 | 7.18 | 4.41 | ||
Principal Real Estate Securities In | 3.65B | 2.67 | 4.72 | 7.08 |
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