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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.870 | 3.440 | 2.570 |
Shares | 82.270 | 82.270 | 0.000 |
Bonds | 16.140 | 17.770 | 1.630 |
Convertible | 0.040 | 0.040 | 0.000 |
Preferred | 0.590 | 0.590 | 0.000 |
Other | 0.090 | 0.090 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.899 | 18.213 |
Price to Book | 2.955 | 2.891 |
Price to Sales | 2.232 | 2.020 |
Price to Cash Flow | 12.271 | 11.327 |
Dividend Yield | 1.877 | 1.964 |
5 Years Earnings Growth | 9.304 | 10.778 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.080 | 21.931 |
Financial Services | 19.650 | 15.437 |
Consumer Cyclical | 10.310 | 10.241 |
Healthcare | 9.930 | 11.825 |
Industrials | 9.640 | 11.408 |
Communication Services | 7.830 | 7.749 |
Consumer Defensive | 5.690 | 6.753 |
Real Estate | 5.160 | 4.113 |
Energy | 4.080 | 5.299 |
Basic Materials | 3.520 | 3.557 |
Utilities | 3.100 | 3.154 |
Number of long holdings: 27
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal US Mega-Cap ETF | - | 13.73 | - | - | |
Principal Capital Appreciation Inst | - | 12.80 | - | - | |
Principal VC Equity Income 1 | - | 9.52 | - | - | |
Principal Large Cap Value III Inst | - | 7.07 | - | - | |
Principal Core Fixed Income R6 | - | 7.01 | - | - | |
Principal Blue Chip R6 | - | 6.00 | - | - | |
Principal VC MidCap 1 | - | 4.58 | - | - | |
Principal LargeCap Growth I R6 | - | 4.33 | - | - | |
Principal Overseas Instl | - | 4.19 | - | - | |
Principal International Equity ETF | - | 4.17 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 16.26B | 6.75 | 14.93 | 12.33 | ||
Principal Equity Income Inst | 7.21B | 6.61 | 10.35 | 10.03 | ||
Principal Large Cap S&P 500 Index I | 6.66B | 8.51 | 16.92 | 13.47 | ||
Principal Preferred Securities Inst | 3.73B | 4.48 | 5.91 | 4.38 | ||
Principal Capital Appreciation Inst | 3.56B | 6.13 | 17.44 | 13.54 |
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