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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.590 | 2.910 | 2.320 |
Shares | 83.190 | 83.210 | 0.020 |
Bonds | 15.420 | 15.660 | 0.240 |
Convertible | 0.030 | 0.030 | 0.000 |
Preferred | 0.590 | 0.590 | 0.000 |
Other | 0.170 | 0.170 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.669 | 18.232 |
Price to Book | 2.949 | 2.894 |
Price to Sales | 2.198 | 2.022 |
Price to Cash Flow | 12.629 | 11.339 |
Dividend Yield | 1.800 | 1.962 |
5 Years Earnings Growth | 11.054 | 10.776 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.820 | 21.962 |
Financial Services | 18.810 | 15.435 |
Healthcare | 11.140 | 11.812 |
Industrials | 10.370 | 11.407 |
Consumer Cyclical | 10.330 | 10.241 |
Communication Services | 7.420 | 7.756 |
Consumer Defensive | 5.550 | 6.739 |
Real Estate | 5.180 | 4.112 |
Energy | 4.340 | 5.300 |
Basic Materials | 3.640 | 3.551 |
Utilities | 3.400 | 3.154 |
Number of long holdings: 25
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal US Mega-Cap ETF | - | 12.78 | - | - | |
Principal Capital Appreciation Inst | - | 12.43 | - | - | |
Principal Equity Income Inst | - | 10.86 | - | - | |
Principal Core Fixed Income R6 | - | 7.86 | - | - | |
Principal Large Cap Value III Inst | - | 7.39 | - | - | |
Principal Blue Chip R6 | - | 7.27 | - | - | |
Principal MidCap R6 | - | 4.51 | - | - | |
Principal LargeCap Growth I R6 | - | 4.38 | - | - | |
Principal Diversified International R6 | - | 4.08 | - | - | |
Principal Overseas Instl | - | 3.88 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 16.56B | 6.75 | 14.93 | 12.33 | ||
Principal Equity Income Inst | 7.3B | 6.61 | 10.35 | 10.03 | ||
Principal Large Cap S&P 500 Index I | 6.8B | 8.51 | 16.92 | 13.47 | ||
Principal Preferred Securities Inst | 3.72B | 4.48 | 5.91 | 4.38 | ||
Principal Capital Appreciation Inst | 3.64B | 6.13 | 17.44 | 13.54 |
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