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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.30 | 2.90 | 2.60 |
Stocks | 83.38 | 83.38 | 0.00 |
Bonds | 15.48 | 15.92 | 0.44 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.63 | 0.63 | 0.00 |
Other | 0.18 | 0.18 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.63 | 17.54 |
Price to Book | 3.02 | 2.67 |
Price to Sales | 2.24 | 1.82 |
Price to Cash Flow | 12.85 | 10.96 |
Dividend Yield | 1.81 | 2.12 |
5 Years Earnings Growth | 11.59 | 11.31 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.63 | 20.80 |
Financial Services | 18.26 | 15.28 |
Healthcare | 11.56 | 12.47 |
Industrials | 10.14 | 11.72 |
Consumer Cyclical | 10.04 | 9.88 |
Communication Services | 7.25 | 7.15 |
Real Estate | 5.41 | 4.32 |
Consumer Defensive | 5.40 | 6.71 |
Energy | 4.97 | 5.75 |
Basic Materials | 3.39 | 3.98 |
Utilities | 2.93 | 2.98 |
Number of long holdings: 25
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal US Mega-Cap ETF | - | 12.43 | - | - | |
Principal Capital Appreciation Inst | - | 12.27 | - | - | |
Principal Blue Chip R6 | - | 10.97 | - | - | |
Principal Equity Income Inst | - | 10.82 | - | - | |
Principal Large Cap Value III Inst | - | 7.29 | - | - | |
Principal Core Fixed Income R6 | - | 7.27 | - | - | |
Principal LargeCap Growth I R6 | - | 4.36 | - | - | |
Principal Diversified International R6 | - | 4.10 | - | - | |
Principal Overseas Instl | - | 3.94 | - | - | |
Principal US Small Cap ETF | - | 3.82 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 13.26B | 16.92 | 6.22 | 12.50 | ||
Principal Equity Income Inst | 7.52B | 15.86 | 6.27 | 9.75 | ||
Principal Large Cap S&P 500 Index I | 5.81B | 19.40 | 9.18 | 12.79 | ||
Principal Preferred Securities Inst | 4.41B | 8.16 | 0.76 | 4.19 | ||
Principal Real Estate Securities In | 3.9B | 10.79 | 0.63 | 7.67 |
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