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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 82.35 | 82.36 | 0.01 |
Bonds | 18.31 | 19.65 | 1.34 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.57 | 0.57 | 0.00 |
Other | 0.10 | 0.10 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.05 | 17.91 |
Price to Book | 2.97 | 2.84 |
Price to Sales | 2.27 | 1.99 |
Price to Cash Flow | 12.28 | 11.15 |
Dividend Yield | 1.85 | 1.98 |
5 Years Earnings Growth | 9.34 | 11.01 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.76 | 21.67 |
Financial Services | 19.81 | 15.56 |
Consumer Cyclical | 10.41 | 10.24 |
Industrials | 9.78 | 11.28 |
Healthcare | 9.26 | 11.94 |
Communication Services | 7.63 | 7.71 |
Consumer Defensive | 5.58 | 6.79 |
Real Estate | 5.04 | 4.22 |
Energy | 4.15 | 5.35 |
Basic Materials | 3.50 | 3.58 |
Utilities | 3.08 | 3.18 |
Number of long holdings: 26
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal US Mega-Cap ETF | - | 13.78 | - | - | |
Principal Capital Appreciation Inst | - | 12.63 | - | - | |
Principal Equity Income Inst | - | 9.56 | - | - | |
Principal Large Cap Value III Inst | - | 7.05 | - | - | |
Principal Core Fixed Income R6 | - | 7.01 | - | - | |
Principal Blue Chip R6 | - | 5.98 | - | - | |
Principal MidCap R6 | - | 4.59 | - | - | |
Principal LargeCap Growth I R6 | - | 4.34 | - | - | |
Principal Overseas Instl | - | 4.24 | - | - | |
Principal International Equity ETF | - | 4.18 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 16.13B | 5.77 | 18.67 | 12.47 | ||
Principal Equity Income Inst | 7.13B | 5.65 | 12.42 | 10.06 | ||
Principal Large Cap S&P 500 Index I | 6.52B | 6.15 | 19.51 | 13.45 | ||
Principal Preferred Securities Inst | 3.71B | 3.65 | 7.18 | 4.41 | ||
Principal Real Estate Securities In | 3.6B | 2.67 | 4.72 | 7.08 |
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