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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 40.66 | 40.66 | 0.00 |
Bonds | 58.78 | 63.26 | 4.48 |
Convertible | 0.12 | 0.12 | 0.00 |
Preferred | 1.76 | 1.76 | 0.00 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.81 | 16.97 |
Price to Book | 2.92 | 2.65 |
Price to Sales | 2.27 | 1.88 |
Price to Cash Flow | 12.29 | 11.39 |
Dividend Yield | 1.95 | 2.46 |
5 Years Earnings Growth | 9.18 | 10.19 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.20 | 19.77 |
Financial Services | 20.00 | 16.24 |
Consumer Cyclical | 10.06 | 9.18 |
Healthcare | 9.83 | 12.03 |
Industrials | 9.53 | 10.62 |
Communication Services | 7.70 | 6.71 |
Real Estate | 5.88 | 5.89 |
Consumer Defensive | 5.87 | 7.10 |
Energy | 4.35 | 5.74 |
Basic Materials | 3.37 | 3.76 |
Utilities | 3.21 | 3.82 |
Number of long holdings: 28
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 24.92 | - | - | |
Principal Bond Market Index Instl | - | 10.24 | - | - | |
Principal US Mega-Cap ETF | - | 7.99 | - | - | |
Principal Equity Income Inst | - | 6.56 | - | - | |
Principal High Yield R-6 | - | 5.53 | - | - | |
Principal Capital Appreciation Inst | - | 5.44 | - | - | |
Principal Finisterre EmMkts TR Bd Instl | - | 4.58 | - | - | |
Principal Inflation Protection Inst | - | 4.04 | - | - | |
Principal Spectrum Pref&Cptl Scs IncR6 | - | 3.52 | - | - | |
Principal Blue Chip R6 | - | 2.76 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.47B | 2.85 | 14.18 | 11.98 | ||
Principal Equity Income Inst | 6.91B | 1.85 | 7.86 | 9.39 | ||
Principal Large Cap S&P 500 Index I | 6.31B | 1.02 | 14.22 | 12.67 | ||
Principal Preferred Securities Inst | 3.8B | 2.19 | 5.27 | 4.17 | ||
Principal Real Estate Securities In | 3.62B | 2.81 | 2.28 | 6.62 |
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