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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.680 | 2.900 | 1.220 |
Shares | 48.060 | 48.220 | 0.160 |
Bonds | 50.240 | 50.240 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.554 | 17.492 |
Price to Book | 2.993 | 2.694 |
Price to Sales | 2.023 | 1.936 |
Price to Cash Flow | 12.582 | 11.216 |
Dividend Yield | 1.805 | 2.452 |
5 Years Earnings Growth | 11.376 | 10.043 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.180 | 19.991 |
Financial Services | 14.710 | 16.234 |
Healthcare | 11.380 | 11.776 |
Industrials | 10.970 | 10.652 |
Consumer Cyclical | 10.800 | 9.116 |
Communication Services | 7.360 | 6.706 |
Consumer Defensive | 5.860 | 7.130 |
Energy | 3.680 | 5.761 |
Real Estate | 3.300 | 5.864 |
Basic Materials | 3.080 | 3.730 |
Utilities | 2.690 | 3.906 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal VC Bond Market Index 1 | - | 50.33 | - | - | |
Principal VC LargeCap S&P 500MgdVol Idx1 | - | 34.77 | - | - | |
Principal International Equity Index R6 | - | 6.98 | - | - | |
Principal MidCap S&P 400 Index R6 | - | 4.00 | - | - | |
Principal SmallCap S&P 600 Index R6 | - | 4.00 | - | - |
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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