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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 26.300 | 26.300 | 0.000 |
Bonds | 75.270 | 77.220 | 1.950 |
Convertible | 0.080 | 0.080 | 0.000 |
Preferred | 1.710 | 1.710 | 0.000 |
Other | 0.090 | 0.090 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.775 | 18.919 |
Price to Book | 3.018 | 2.930 |
Price to Sales | 2.284 | 2.215 |
Price to Cash Flow | 13.049 | 12.094 |
Dividend Yield | 1.894 | 2.151 |
5 Years Earnings Growth | 10.356 | 10.737 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.850 | 21.607 |
Financial Services | 18.540 | 15.104 |
Healthcare | 12.180 | 11.786 |
Consumer Cyclical | 10.090 | 9.184 |
Industrials | 9.390 | 10.460 |
Communication Services | 7.720 | 7.825 |
Consumer Defensive | 6.370 | 7.393 |
Real Estate | 5.660 | 6.301 |
Energy | 4.960 | 5.900 |
Utilities | 3.400 | 3.426 |
Basic Materials | 2.850 | 3.185 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 34.89 | - | - | |
Principal Bond Market Index Instl | - | 12.05 | - | - | |
Principal US Mega-Cap ETF | - | 6.76 | - | - | |
Principal Inflation Protection Inst | - | 6.00 | - | - | |
Principal Finisterre EmMkts TR Bd Instl | - | 5.58 | - | - | |
Principal Government & High Qual Bd Inst | - | 4.27 | - | - | |
Principal Capital Appreciation Inst | - | 4.21 | - | - | |
Principal Short-Term Income Inst | - | 3.59 | - | - | |
Principal Equity Income Inst | - | 3.29 | - | - | |
Principal Spectrum Pref&Cptl Scs IncR6 | - | 3.28 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 16.59B | 6.75 | 14.93 | 12.33 | ||
Principal Equity Income Inst | 7.33B | 6.61 | 10.35 | 10.03 | ||
Principal Large Cap S&P 500 Index I | 6.76B | 8.51 | 16.92 | 13.47 | ||
Principal Preferred Securities Inst | 3.73B | 4.48 | 5.91 | 4.38 | ||
Principal Capital Appreciation Inst | 3.61B | 6.13 | 17.44 | 13.54 |
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