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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.55 | 2.68 | 2.13 |
Stocks | 66.10 | 66.10 | 0.00 |
Bonds | 31.59 | 32.08 | 0.49 |
Convertible | 0.08 | 0.08 | 0.00 |
Preferred | 1.49 | 1.49 | 0.00 |
Other | 0.18 | 0.19 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.33 | 18.21 |
Price to Book | 3.01 | 3.08 |
Price to Sales | 2.17 | 2.07 |
Price to Cash Flow | 12.72 | 11.96 |
Dividend Yield | 1.82 | 2.00 |
5 Years Earnings Growth | 12.11 | 11.29 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.79 | 22.93 |
Financial Services | 17.01 | 14.97 |
Healthcare | 11.70 | 13.35 |
Industrials | 10.61 | 10.85 |
Consumer Cyclical | 10.11 | 10.09 |
Communication Services | 6.81 | 7.20 |
Real Estate | 5.35 | 3.56 |
Consumer Defensive | 5.29 | 6.31 |
Energy | 5.01 | 5.46 |
Basic Materials | 3.54 | 3.52 |
Utilities | 2.78 | 3.04 |
Number of long holdings: 26
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 15.53 | - | - | |
Principal US Mega-Cap ETF | - | 11.42 | - | - | |
Principal Capital Appreciation Inst | - | 9.29 | - | - | |
Principal Blue Chip R-6 | - | 8.73 | - | - | |
Principal Equity Income Inst | - | 7.26 | - | - | |
Principal Large Cap Value III Inst | - | 4.72 | - | - | |
Principal Bond Market Index Instl | - | 4.04 | - | - | |
Principal Diversified International R-6 | - | 3.82 | - | - | |
Principal High Yield R-6 | - | 3.60 | - | - | |
Principal LargeCap Growth I R6 | - | 3.41 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 12.19B | 3.94 | 4.54 | 12.12 | ||
Principal Equity Income Inst | 7.2B | 3.67 | 4.05 | 9.06 | ||
Principal Large Cap S&P 500 Index I | 5.15B | 6.01 | 7.87 | 12.21 | ||
Principal Preferred Securities Inst | 4.32B | 2.81 | -0.20 | 3.99 | ||
Principal Large Cap Value III Inst | 3.39B | 4.61 | 5.62 | 8.97 |
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