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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.03 | 1.87 | 0.84 |
Stocks | 60.67 | 60.67 | 0.00 |
Bonds | 38.02 | 38.03 | 0.01 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.27 | 0.29 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.54 | 17.19 |
Price to Book | 2.66 | 2.55 |
Price to Sales | 1.94 | 1.77 |
Price to Cash Flow | 12.36 | 10.60 |
Dividend Yield | 1.95 | 2.14 |
5 Years Earnings Growth | 12.17 | 11.42 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.38 | 21.26 |
Financial Services | 17.14 | 14.78 |
Industrials | 13.58 | 11.60 |
Consumer Cyclical | 11.08 | 10.87 |
Healthcare | 11.07 | 12.55 |
Real Estate | 6.64 | 4.24 |
Communication Services | 5.68 | 6.47 |
Consumer Defensive | 5.05 | 6.50 |
Energy | 4.60 | 4.74 |
Basic Materials | 3.78 | 4.39 |
Utilities | 2.00 | 2.65 |
Number of long holdings: 18
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 33.61 | - | - | |
Principal Diversified International R-6 | - | 9.83 | - | - | |
Principal Blue Chip R-6 | - | 6.50 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 6.41 | - | - | |
Principal LargeCap Growth I R6 | - | 6.37 | - | - | |
Principal Large Cap Value III Inst | - | 6.11 | - | - | |
Principal Equity Income Inst | - | 6.02 | - | - | |
Principal High Income Inst | - | 4.76 | - | - | |
Principal Overseas Instl | - | 4.07 | - | - | |
Principal MidCap Value I R-6 | - | 3.88 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal High Yield Fund I Inst | 3.57B | 1.69 | 2.13 | 3.49 | ||
Principal LifeTime 2040 Institution | 3.29B | 6.37 | 4.46 | 7.69 | ||
Principal LifeTime 2050 Institution | 2.54B | 7.65 | 5.48 | 8.33 | ||
Principal Short-Term Income Inst | 2.53B | 1.04 | 0.95 | 1.86 | ||
Principal Bond Market Index Instl | 1.96B | -0.82 | -2.62 | 1.40 |
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