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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.88 | 1.55 | 0.67 |
Stocks | 95.68 | 95.68 | 0.00 |
Bonds | 3.03 | 3.03 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.40 | 0.42 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.41 | 17.56 |
Price to Book | 2.67 | 2.54 |
Price to Sales | 1.92 | 1.78 |
Price to Cash Flow | 12.27 | 10.66 |
Dividend Yield | 1.92 | 2.20 |
5 Years Earnings Growth | 12.26 | 11.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.60 | 22.21 |
Financial Services | 17.45 | 14.94 |
Industrials | 13.79 | 11.60 |
Consumer Cyclical | 11.16 | 11.02 |
Healthcare | 11.12 | 12.61 |
Communication Services | 5.77 | 6.50 |
Real Estate | 5.35 | 3.77 |
Consumer Defensive | 5.07 | 6.14 |
Energy | 4.73 | 4.61 |
Basic Materials | 3.88 | 4.23 |
Utilities | 2.06 | 2.37 |
Number of long holdings: 17
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Diversified International R-6 | - | 15.72 | - | - | |
Principal Blue Chip R-6 | - | 10.39 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 10.25 | - | - | |
Principal LargeCap Growth I R6 | - | 10.19 | - | - | |
Principal Large Cap Value III Inst | - | 9.78 | - | - | |
Principal Equity Income Inst | - | 9.62 | - | - | |
Principal Overseas Instl | - | 6.51 | - | - | |
Principal MidCap Value I R-6 | - | 6.21 | - | - | |
Principal MidCap Growth III Inst | - | 4.16 | - | - | |
Principal Origin Emerging Markets R6 | - | 3.57 | - | - |
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 Bond Market Index Instl | 1.98B | -3.30 | -3.69 | 1.06 |
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