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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.78 | 2.28 | 0.50 |
Shares | 96.34 | 96.37 | 0.03 |
Bonds | 1.78 | 2.55 | 0.77 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.10 | 0.10 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.05 | 18.05 |
Price to Book | 2.76 | 2.92 |
Price to Sales | 2.06 | 2.03 |
Price to Cash Flow | 11.33 | 11.71 |
Dividend Yield | 1.92 | 1.96 |
5 Years Earnings Growth | 10.03 | 11.31 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.97 | 21.51 |
Financial Services | 19.74 | 15.81 |
Consumer Cyclical | 10.61 | 11.89 |
Healthcare | 10.28 | 11.95 |
Industrials | 10.19 | 12.36 |
Communication Services | 7.49 | 7.16 |
Consumer Defensive | 5.61 | 5.80 |
Real Estate | 4.70 | 3.79 |
Energy | 4.66 | 4.01 |
Basic Materials | 3.81 | 3.63 |
Utilities | 2.95 | 2.95 |
Number of long holdings: 21
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Capital Appreciation Inst | - | 14.42 | - | - | |
Principal US Mega-Cap ETF | - | 13.61 | - | - | |
Principal Equity Income Inst | - | 10.99 | - | - | |
Principal Large Cap Value III Inst | - | 9.13 | - | - | |
Principal International Equity ETF | - | 5.99 | - | - | |
Principal Overseas Instl | - | 5.63 | - | - | |
Principal Blue Chip R6 | - | 5.46 | - | - | |
Principal MidCap R6 | - | 5.19 | - | - | |
Principal LargeCap Growth I R6 | - | 4.83 | - | - | |
Principal Glb Emerging Markets R6 | - | 4.28 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.55B | -0.40 | 9.34 | 11.64 | ||
Principal Equity Income Inst | 6.58B | 0.64 | 6.30 | 9.43 | ||
Principal Large Cap S&P 500 Index I | 5.95B | -4.31 | 8.88 | 12.31 | ||
Principal Preferred Securities Inst | 3.83B | 1.34 | 3.67 | 4.07 | ||
Principal Real Estate Securities In | 3.53B | 3.60 | -0.78 | 6.04 |
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