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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.43 | 1.97 | 0.54 |
Shares | 96.84 | 96.87 | 0.03 |
Bonds | 1.58 | 2.14 | 0.56 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.14 | 0.14 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.14 | 18.14 |
Price to Book | 2.91 | 2.93 |
Price to Sales | 2.14 | 2.04 |
Price to Cash Flow | 11.98 | 11.85 |
Dividend Yield | 1.84 | 1.95 |
5 Years Earnings Growth | 10.50 | 11.35 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.25 | 21.62 |
Financial Services | 19.85 | 15.72 |
Consumer Cyclical | 10.81 | 11.85 |
Industrials | 10.22 | 12.47 |
Healthcare | 10.19 | 11.98 |
Communication Services | 7.54 | 7.10 |
Consumer Defensive | 5.45 | 5.74 |
Real Estate | 4.57 | 3.80 |
Energy | 4.41 | 4.00 |
Basic Materials | 3.75 | 3.65 |
Utilities | 2.96 | 2.96 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Capital Appreciation Inst | - | 14.40 | - | - | |
Principal US Mega-Cap ETF | - | 13.89 | - | - | |
Principal Equity Income Inst | - | 11.79 | - | - | |
Principal Large Cap Value III Inst | - | 9.10 | - | - | |
Principal Blue Chip R6 | - | 6.80 | - | - | |
Principal Overseas Instl | - | 5.47 | - | - | |
Principal MidCap R6 | - | 5.22 | - | - | |
Principal LargeCap Growth I R6 | - | 5.05 | - | - | |
Principal Glb Emerging Markets R6 | - | 4.04 | - | - | |
Principal US Small Cap ETF | - | 3.79 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 13.37B | 3.95 | 11.91 | 12.12 | ||
Principal Equity Income Inst | 6.17B | 4.69 | 8.56 | 9.74 | ||
Principal Large Cap S&P 500 Index I | 5.44B | 1.41 | 12.37 | 12.78 | ||
Principal Preferred Securities Inst | 3.93B | 1.58 | 3.53 | 4.18 | ||
Principal Real Estate Securities In | 3.43B | 5.69 | 1.90 | 6.41 |
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