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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.90 | 2.51 | 0.61 |
Shares | 96.33 | 96.33 | 0.00 |
Bonds | 1.72 | 2.31 | 0.59 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.44 | 18.01 |
Price to Book | 2.88 | 2.93 |
Price to Sales | 2.15 | 2.02 |
Price to Cash Flow | 11.97 | 11.56 |
Dividend Yield | 1.92 | 1.97 |
5 Years Earnings Growth | 9.29 | 11.38 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.04 | 21.32 |
Financial Services | 19.71 | 15.58 |
Consumer Cyclical | 10.30 | 12.17 |
Healthcare | 10.02 | 12.30 |
Industrials | 9.87 | 12.41 |
Communication Services | 7.81 | 7.21 |
Consumer Defensive | 5.83 | 6.07 |
Real Estate | 4.54 | 3.50 |
Energy | 4.19 | 3.95 |
Basic Materials | 3.63 | 3.63 |
Utilities | 3.06 | 3.06 |
Number of long holdings: 21
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal US Mega-Cap ETF | - | 15.37 | - | - | |
Principal Capital Appreciation Inst | - | 14.72 | - | - | |
Principal Equity Income Inst | - | 10.67 | - | - | |
Principal Large Cap Value III Inst | - | 8.73 | - | - | |
Principal International Equity ETF | - | 6.16 | - | - | |
Principal Blue Chip R6 | - | 5.64 | - | - | |
Principal Overseas Instl | - | 5.40 | - | - | |
Principal LargeCap Growth I R6 | - | 5.16 | - | - | |
Principal MidCap R6 | - | 5.14 | - | - | |
Principal Glb Emerging Markets R6 | - | 4.15 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.67B | 2.85 | 14.18 | 11.98 | ||
Principal Equity Income Inst | 7.03B | 1.85 | 7.86 | 9.39 | ||
Principal Large Cap S&P 500 Index I | 6.34B | 1.02 | 14.22 | 12.67 | ||
Principal Preferred Securities Inst | 3.67B | 2.19 | 5.27 | 4.17 | ||
Principal Real Estate Securities In | 3.56B | 2.81 | 2.28 | 6.62 |
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