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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.27 | 3.04 | 1.77 |
Stocks | 42.97 | 42.97 | 0.00 |
Bonds | 55.52 | 57.37 | 1.85 |
Other | 0.23 | 0.23 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.44 | 17.48 |
Price to Book | 2.54 | 2.44 |
Price to Sales | 1.83 | 1.73 |
Price to Cash Flow | 11.71 | 10.04 |
Dividend Yield | 2.07 | 2.26 |
5 Years Earnings Growth | 11.79 | 10.97 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.21 | 19.87 |
Financial Services | 17.31 | 15.06 |
Industrials | 14.18 | 11.41 |
Healthcare | 11.22 | 12.60 |
Consumer Cyclical | 10.48 | 10.72 |
Communication Services | 5.99 | 6.58 |
Energy | 5.46 | 4.82 |
Consumer Defensive | 5.15 | 6.83 |
Basic Materials | 4.12 | 4.40 |
Real Estate | 3.95 | 4.67 |
Utilities | 2.93 | 3.08 |
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 | 4.23 | 1.43 | 6.41 | ||
Principal High Yield Fund I Inst | 3.56B | 2.00 | 1.85 | 3.37 | ||
Principal LifeTime 2040 Institution | 3.32B | 6.11 | 2.65 | 7.48 | ||
Principal LifeTime 2050 Institution | 2.56B | 7.47 | 3.52 | 8.12 | ||
Principal Short-Term Income Inst | 2.54B | 1.50 | 0.93 | 1.84 |
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