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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.68 | 3.29 | 2.61 |
Stocks | 43.10 | 43.10 | 0.00 |
Bonds | 55.98 | 56.82 | 0.84 |
Other | 0.24 | 0.24 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.49 | 17.54 |
Price to Book | 2.56 | 2.45 |
Price to Sales | 1.82 | 1.73 |
Price to Cash Flow | 11.70 | 10.06 |
Dividend Yield | 2.08 | 2.25 |
5 Years Earnings Growth | 11.95 | 10.98 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.46 | 19.91 |
Financial Services | 17.20 | 15.05 |
Industrials | 14.07 | 11.40 |
Healthcare | 11.04 | 12.60 |
Consumer Cyclical | 11.03 | 10.74 |
Communication Services | 5.71 | 6.57 |
Energy | 5.26 | 4.79 |
Consumer Defensive | 5.10 | 6.83 |
Real Estate | 4.21 | 4.68 |
Basic Materials | 4.10 | 4.39 |
Utilities | 2.82 | 3.07 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 31.30 | - | - | |
Principal Short-Term Income Inst | - | 13.10 | - | - | |
Principal Diversified International R-6 | - | 6.99 | - | - | |
Principal High Income Inst | - | 6.15 | - | - | |
Principal Inflation Protection Inst | - | 5.39 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 4.58 | - | - | |
Principal Blue Chip R-6 | - | 4.55 | - | - | |
Principal LargeCap Growth I R6 | - | 4.44 | - | - | |
Principal Large Cap Value III Inst | - | 4.30 | - | - | |
Principal Equity Income Inst | - | 4.21 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.81B | 1.19 | 0.78 | 6.30 | ||
Principal High Yield Fund I Inst | 3.58B | 0.80 | 1.51 | 3.35 | ||
Principal LifeTime 2040 Institution | 3.32B | 2.63 | 1.88 | 7.33 | ||
Principal Short-Term Income Inst | 2.54B | 0.65 | 0.73 | 1.78 | ||
Principal LifeTime 2050 Institution | 2.56B | 3.58 | 2.66 | 7.94 |
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