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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.27 | 2.23 | 1.96 |
Stocks | 79.34 | 79.34 | 0.00 |
Bonds | 20.04 | 20.14 | 0.10 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.32 | 0.35 | 0.03 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.88 | 17.34 |
Price to Book | 2.78 | 2.56 |
Price to Sales | 2.17 | 1.83 |
Price to Cash Flow | 12.57 | 10.81 |
Dividend Yield | 1.90 | 2.16 |
5 Years Earnings Growth | 11.51 | 11.71 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.22 | 22.04 |
Financial Services | 18.70 | 15.19 |
Industrials | 11.80 | 11.39 |
Healthcare | 11.28 | 12.41 |
Consumer Cyclical | 11.15 | 10.67 |
Communication Services | 7.02 | 6.67 |
Real Estate | 5.47 | 4.06 |
Consumer Defensive | 4.67 | 6.22 |
Energy | 3.83 | 4.44 |
Basic Materials | 3.55 | 4.24 |
Utilities | 2.32 | 2.67 |
Number of long holdings: 17
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Diversified International R6 | - | 18.67 | - | - | |
Principal Core Fixed Income R6 | - | 16.16 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 9.83 | - | - | |
Principal Blue Chip R6 | - | 9.67 | - | - | |
Principal LargeCap Growth I R6 | - | 9.59 | - | - | |
Principal Equity Income Inst | - | 9.07 | - | - | |
Principal Large Cap Value III Inst | - | 9.04 | - | - | |
Principal SmallCap R6 | - | 3.32 | - | - | |
Principal MidCap R6 | - | 2.84 | - | - | |
Principal Real Estate Securities Fd R6 | - | 2.36 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.85B | 11.20 | 3.61 | 7.07 | ||
Principal LifeTime 2050 Institution | 2.69B | 15.18 | 5.98 | 8.83 | ||
Principal Short-Term Income Inst | 2.86B | 5.05 | 2.11 | 2.18 | ||
Principal Bond Market Index Instl | 2.2B | 4.48 | -1.51 | 1.62 | ||
Principal High Yield Fund I Inst | 598.47M | 7.50 | 2.89 | 4.05 |
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