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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.46 | 2.75 | 0.29 |
Stocks | 96.69 | 96.69 | 0.00 |
Bonds | 0.69 | 0.86 | 0.17 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.16 | 0.16 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.61 | 17.74 |
Price to Book | 2.91 | 2.75 |
Price to Sales | 2.11 | 1.87 |
Price to Cash Flow | 12.30 | 11.25 |
Dividend Yield | 1.91 | 2.02 |
5 Years Earnings Growth | 11.82 | 11.55 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.85 | 20.70 |
Financial Services | 17.17 | 14.99 |
Healthcare | 11.66 | 12.63 |
Industrials | 10.73 | 12.70 |
Consumer Cyclical | 9.61 | 11.88 |
Communication Services | 7.02 | 6.64 |
Consumer Defensive | 5.59 | 6.28 |
Energy | 5.18 | 4.74 |
Real Estate | 4.31 | 3.99 |
Basic Materials | 3.78 | 3.87 |
Utilities | 3.09 | 2.51 |
Number of long holdings: 18
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Capital Appreciation Inst | - | 14.74 | - | - | |
Principal US Mega-Cap ETF | - | 13.62 | - | - | |
Principal Blue Chip R6 | - | 12.62 | - | - | |
Principal Equity Income Inst | - | 12.05 | - | - | |
Principal Large Cap Value III Inst | - | 8.81 | - | - | |
Principal Overseas Instl | - | 5.26 | - | - | |
Principal Diversified International R6 | - | 5.19 | - | - | |
Principal LargeCap Growth I R6 | - | 5.01 | - | - | |
Principal US Small Cap ETF | - | 4.19 | - | - | |
Principal Diversified Real Asset R6 | - | 3.71 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 12.08B | 7.52 | 5.60 | 12.19 | ||
Principal Equity Income Inst | 7.06B | 7.15 | 4.54 | 9.24 | ||
Principal Large Cap S&P 500 Index I | 5.56B | 11.24 | 9.38 | 12.49 | ||
Principal Preferred Securities Inst | 4.31B | 4.39 | 0.16 | 4.00 | ||
Principal Real Estate Securities In | 3.48B | -3.54 | -0.67 | 6.61 |
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