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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 67.64 | 67.64 | 0.00 |
Bonds | 33.02 | 33.14 | 0.12 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 0.27 | 0.28 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.97 | 17.56 |
Price to Book | 2.86 | 2.67 |
Price to Sales | 2.20 | 1.94 |
Price to Cash Flow | 12.55 | 11.28 |
Dividend Yield | 1.90 | 2.07 |
5 Years Earnings Growth | 10.11 | 10.89 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.98 | 22.51 |
Financial Services | 19.03 | 15.93 |
Consumer Cyclical | 11.32 | 10.92 |
Industrials | 11.09 | 11.22 |
Healthcare | 10.75 | 11.63 |
Communication Services | 8.25 | 7.25 |
Real Estate | 5.67 | 3.89 |
Consumer Defensive | 4.55 | 5.94 |
Energy | 3.64 | 4.11 |
Basic Materials | 3.42 | 3.87 |
Utilities | 2.28 | 2.73 |
Number of long holdings: 17
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 26.90 | - | - | |
Principal Diversified International R6 | - | 15.33 | - | - | |
Principal Blue Chip R6 | - | 8.66 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 8.60 | - | - | |
Principal LargeCap Growth I R6 | - | 8.53 | - | - | |
Principal Equity Income Inst | - | 7.74 | - | - | |
Principal Large Cap Value III Inst | - | 7.67 | - | - | |
Principal High Yield R-6 | - | 4.22 | - | - | |
Principal SmallCap R6 | - | 2.79 | - | - | |
Principal Real Estate Securities Fd R6 | - | 2.21 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.6B | 2.96 | 4.85 | 6.61 | ||
Principal LifeTime 2040 Institution | 3.27B | 3.16 | 6.52 | 7.69 | ||
Principal Short-Term Income Inst | 2.81B | 1.30 | 3.21 | 2.23 | ||
Principal LifeTime 2050 Institution | 2.54B | 3.31 | 7.66 | 8.36 | ||
Principal Bond Market Index Instl | 2.5B | 2.77 | -0.58 | 1.30 |
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