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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 27.10 | 27.20 | 0.10 |
Bonds | 73.79 | 75.20 | 1.41 |
Convertible | 0.08 | 0.08 | 0.00 |
Preferred | 1.64 | 1.64 | 0.00 |
Other | 0.09 | 0.09 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.83 | 18.85 |
Price to Book | 3.14 | 2.91 |
Price to Sales | 2.41 | 2.21 |
Price to Cash Flow | 13.52 | 12.05 |
Dividend Yield | 1.83 | 2.16 |
5 Years Earnings Growth | 10.15 | 10.78 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.04 | 15.14 |
Technology | 18.70 | 21.50 |
Healthcare | 11.65 | 11.84 |
Consumer Cyclical | 10.31 | 9.19 |
Industrials | 9.26 | 10.49 |
Communication Services | 7.91 | 7.81 |
Consumer Defensive | 6.47 | 7.40 |
Real Estate | 5.46 | 6.31 |
Energy | 4.95 | 5.90 |
Utilities | 3.35 | 3.39 |
Basic Materials | 2.89 | 3.20 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 34.49 | - | - | |
Principal Bond Market Index Instl | - | 11.91 | - | - | |
Principal US Mega-Cap ETF | - | 7.11 | - | - | |
Principal Inflation Protection Inst | - | 5.90 | - | - | |
Principal Finisterre EmMkts TR Bd Instl | - | 5.54 | - | - | |
Principal Capital Appreciation Inst | - | 4.30 | - | - | |
Principal Government & High Qual Bd Inst | - | 4.27 | - | - | |
Principal Short-Term Income Inst | - | 3.54 | - | - | |
Principal Equity Income Inst | - | 3.40 | - | - | |
Principal Spectrum Pref&Cptl Scs IncR6 | - | 3.22 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 16.45B | 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 | 6.59B | 6.15 | 19.51 | 13.45 | ||
Principal Preferred Securities Inst | 3.71B | 3.65 | 7.18 | 4.41 | ||
Principal Real Estate Securities In | 3.55B | 2.67 | 4.72 | 7.08 |
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