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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 40.520 | 40.520 | 0.000 |
Bonds | 58.750 | 63.210 | 4.460 |
Convertible | 0.120 | 0.120 | 0.000 |
Preferred | 1.780 | 1.780 | 0.000 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.826 | 17.015 |
Price to Book | 2.928 | 2.656 |
Price to Sales | 2.269 | 1.888 |
Price to Cash Flow | 12.299 | 11.407 |
Dividend Yield | 1.953 | 2.459 |
5 Years Earnings Growth | 9.177 | 10.160 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.210 | 19.799 |
Financial Services | 19.990 | 16.239 |
Consumer Cyclical | 10.050 | 9.175 |
Healthcare | 9.830 | 11.997 |
Industrials | 9.520 | 10.630 |
Communication Services | 7.700 | 6.724 |
Real Estate | 5.930 | 5.889 |
Consumer Defensive | 5.870 | 7.110 |
Energy | 4.340 | 5.728 |
Basic Materials | 3.370 | 3.758 |
Utilities | 3.200 | 3.816 |
Number of long holdings: 28
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 24.93 | - | - | |
Principal Bond Market Index Instl | - | 10.22 | - | - | |
Principal US Mega-Cap ETF | - | 7.95 | - | - | |
Principal VC Equity Income 1 | - | 6.55 | - | - | |
Principal High Yield R-6 | - | 5.53 | - | - | |
Principal Capital Appreciation Inst | - | 5.45 | - | - | |
Principal Finisterre EmMkts TR Bd Instl | - | 4.59 | - | - | |
Principal Inflation Protection Inst | - | 4.05 | - | - | |
Principal Spectrum Pref&Cptl Scs IncR6 | - | 3.56 | - | - | |
Principal Blue Chip R6 | - | 2.76 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 16.02B | 2.85 | 14.18 | 11.98 | ||
Principal Equity Income Inst | 7.12B | 1.85 | 7.86 | 9.39 | ||
Principal Large Cap S&P 500 Index I | 6.48B | 1.02 | 14.22 | 12.67 | ||
Principal Preferred Securities Inst | 3.69B | 2.19 | 5.27 | 4.17 | ||
Principal Real Estate Securities In | 3.57B | 2.81 | 2.28 | 6.62 |
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