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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.80 | 2.87 | 2.07 |
Shares | 83.72 | 83.76 | 0.04 |
Bonds | 14.70 | 15.23 | 0.53 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.56 | 0.56 | 0.00 |
Other | 0.18 | 0.19 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.81 | 17.82 |
Price to Book | 3.07 | 2.84 |
Price to Sales | 2.31 | 1.99 |
Price to Cash Flow | 13.05 | 11.16 |
Dividend Yield | 1.72 | 1.97 |
5 Years Earnings Growth | 10.86 | 11.18 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.61 | 21.60 |
Financial Services | 19.38 | 15.54 |
Consumer Cyclical | 10.66 | 10.29 |
Healthcare | 10.59 | 12.04 |
Industrials | 10.43 | 11.22 |
Communication Services | 7.51 | 7.70 |
Consumer Defensive | 5.58 | 6.74 |
Real Estate | 5.06 | 4.24 |
Energy | 4.41 | 5.42 |
Basic Materials | 3.61 | 3.64 |
Utilities | 3.16 | 3.15 |
Number of long holdings: 25
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal US Mega-Cap ETF | - | 13.06 | - | - | |
Principal Capital Appreciation Inst | - | 12.59 | - | - | |
Principal Equity Income Inst | - | 10.91 | - | - | |
Principal Core Fixed Income R6 | - | 7.59 | - | - | |
Principal Blue Chip R6 | - | 7.48 | - | - | |
Principal Large Cap Value III Inst | - | 7.43 | - | - | |
Principal MidCap R6 | - | 4.72 | - | - | |
Principal LargeCap Growth I R6 | - | 4.41 | - | - | |
Principal US Small Cap ETF | - | 3.93 | - | - | |
Principal Diversified International R6 | - | 3.88 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.74B | -0.94 | 12.51 | 11.67 | ||
Principal Equity Income Inst | 6.68B | -2.37 | 7.32 | 9.01 | ||
Principal Large Cap S&P 500 Index I | 5.95B | -4.98 | 11.98 | 12.12 | ||
Principal Preferred Securities Inst | 3.88B | 0.68 | 4.48 | 3.98 | ||
Principal Real Estate Securities In | 3.61B | 2.63 | 0.24 | 6.58 |
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