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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.75 | 2.82 | 2.07 |
Shares | 51.40 | 51.40 | 0.00 |
Bonds | 47.58 | 48.31 | 0.73 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.26 | 0.27 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.22 | 16.99 |
Price to Book | 2.65 | 2.51 |
Price to Sales | 1.89 | 1.76 |
Price to Cash Flow | 12.08 | 10.54 |
Dividend Yield | 1.92 | 2.20 |
5 Years Earnings Growth | 12.24 | 11.31 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.58 | 20.95 |
Financial Services | 17.29 | 15.03 |
Industrials | 14.10 | 11.45 |
Healthcare | 11.11 | 12.23 |
Consumer Cyclical | 11.10 | 10.57 |
Communication Services | 5.74 | 6.54 |
Energy | 5.17 | 4.97 |
Consumer Defensive | 5.09 | 6.49 |
Basic Materials | 4.07 | 4.43 |
Real Estate | 4.06 | 4.65 |
Utilities | 2.69 | 2.70 |
Number of long holdings: 20
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 29.47 | - | - | |
Principal Diversified International R-6 | - | 8.32 | - | - | |
Principal Short-Term Income Inst | - | 8.06 | - | - | |
Principal Blue Chip R-6 | - | 5.50 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 5.43 | - | - | |
Principal LargeCap Growth I R6 | - | 5.40 | - | - | |
Principal High Income Inst | - | 5.22 | - | - | |
Principal Large Cap Value III Inst | - | 5.18 | - | - | |
Principal Equity Income Inst | - | 5.09 | - | - | |
Principal Inflation Protection Inst | - | 4.65 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.83B | 1.19 | 0.78 | 6.30 | ||
Principal High Yield Fund I Inst | 3.57B | 0.80 | 1.51 | 3.35 | ||
Principal LifeTime 2040 Institution | 3.32B | 2.63 | 1.88 | 7.33 | ||
Principal Short-Term Income Inst | 2.55B | 0.65 | 0.73 | 1.78 | ||
Principal LifeTime 2050 Institution | 2.57B | 3.58 | 2.66 | 7.94 |
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