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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 26.50 | 26.50 | 0.00 |
Bonds | 77.20 | 79.47 | 2.27 |
Convertible | 0.10 | 0.10 | 0.00 |
Preferred | 2.09 | 2.09 | 0.00 |
Other | 0.11 | 0.11 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.84 | 18.68 |
Price to Book | 3.07 | 2.83 |
Price to Sales | 2.36 | 2.09 |
Price to Cash Flow | 13.14 | 11.57 |
Dividend Yield | 1.89 | 2.17 |
5 Years Earnings Growth | 10.83 | 10.76 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.19 | 21.76 |
Financial Services | 17.61 | 14.32 |
Healthcare | 12.18 | 12.45 |
Consumer Cyclical | 9.31 | 9.72 |
Industrials | 8.66 | 10.90 |
Communication Services | 7.73 | 7.29 |
Real Estate | 6.86 | 6.16 |
Consumer Defensive | 6.23 | 7.34 |
Energy | 5.56 | 5.57 |
Utilities | 2.85 | 3.24 |
Basic Materials | 2.83 | 3.51 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 33.12 | - | - | |
Principal Bond Market Index Instl | - | 12.04 | - | - | |
Principal US Mega-Cap ETF | - | 6.59 | - | - | |
Principal Inflation Protection Inst | - | 6.04 | - | - | |
Principal Finisterre EmMkts TR Bd Instl | - | 4.91 | - | - | |
Principal Government & High Qual Bd Inst | - | 4.38 | - | - | |
Principal Capital Appreciation Inst | - | 4.16 | - | - | |
Principal Spectrum Pref&Cptl Scs IncR6 | - | 3.97 | - | - | |
Principal Short-Term Income Inst | - | 3.49 | - | - | |
Principal Equity Income Inst | - | 3.27 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 13.74B | 16.92 | 6.22 | 12.50 | ||
Principal Equity Income Inst | 7.69B | 15.86 | 6.27 | 9.75 | ||
Principal Large Cap S&P 500 Index I | 5.98B | 19.40 | 9.18 | 12.79 | ||
Principal Preferred Securities Inst | 4.5B | 8.16 | 0.76 | 4.19 | ||
Principal Real Estate Securities In | 3.93B | 10.79 | 0.63 | 7.67 |
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