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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.58 | 3.10 | 2.52 |
Stocks | 44.19 | 44.19 | 0.00 |
Bonds | 54.99 | 55.82 | 0.83 |
Other | 0.24 | 0.25 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.23 | 17.56 |
Price to Book | 2.65 | 2.45 |
Price to Sales | 1.89 | 1.73 |
Price to Cash Flow | 12.06 | 10.06 |
Dividend Yield | 1.93 | 2.25 |
5 Years Earnings Growth | 12.22 | 10.99 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.51 | 19.82 |
Financial Services | 17.17 | 15.04 |
Industrials | 14.10 | 11.38 |
Healthcare | 11.09 | 12.63 |
Consumer Cyclical | 11.05 | 10.71 |
Communication Services | 5.71 | 6.54 |
Energy | 5.23 | 4.80 |
Consumer Defensive | 5.08 | 6.88 |
Real Estate | 4.19 | 4.70 |
Basic Materials | 4.08 | 4.44 |
Utilities | 2.79 | 3.08 |
Number of long holdings: 20
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 31.13 | - | - | |
Principal Short-Term Income Inst | - | 12.29 | - | - | |
Principal Diversified International R-6 | - | 7.11 | - | - | |
Principal High Income Inst | - | 5.99 | - | - | |
Principal Inflation Protection Inst | - | 5.30 | - | - | |
Principal Blue Chip R-6 | - | 4.70 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 4.64 | - | - | |
Principal LargeCap Growth I R6 | - | 4.61 | - | - | |
Principal Large Cap Value III Inst | - | 4.42 | - | - | |
Principal Equity Income Inst | - | 4.35 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.85B | 1.19 | 0.78 | 6.30 | ||
Principal High Yield Fund I Inst | 3.58B | 0.80 | 1.51 | 3.35 | ||
Principal LifeTime 2040 Institution | 3.36B | 2.63 | 1.88 | 7.33 | ||
Principal Short-Term Income Inst | 2.55B | 0.65 | 0.73 | 1.78 | ||
Principal LifeTime 2050 Institution | 2.59B | 3.58 | 2.66 | 7.94 |
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