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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.27 | 1.93 | 0.66 |
Shares | 59.36 | 59.36 | 0.00 |
Bonds | 39.09 | 39.82 | 0.73 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.27 | 0.27 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.70 | 17.09 |
Price to Book | 2.55 | 2.54 |
Price to Sales | 1.87 | 1.77 |
Price to Cash Flow | 11.94 | 10.60 |
Dividend Yield | 2.09 | 2.16 |
5 Years Earnings Growth | 11.81 | 11.37 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.08 | 21.27 |
Financial Services | 17.31 | 14.80 |
Industrials | 13.72 | 11.70 |
Healthcare | 11.15 | 12.48 |
Consumer Cyclical | 10.43 | 10.83 |
Real Estate | 6.37 | 4.20 |
Communication Services | 5.97 | 6.53 |
Consumer Defensive | 5.08 | 6.45 |
Energy | 4.91 | 4.79 |
Basic Materials | 3.81 | 4.36 |
Utilities | 2.16 | 2.65 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 30.31 | - | - | |
Principal Diversified International R-6 | - | 9.80 | - | - | |
Principal Blue Chip R-6 | - | 6.36 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 6.28 | - | - | |
Principal LargeCap Growth I R6 | - | 6.20 | - | - | |
Principal Large Cap Value III Inst | - | 6.01 | - | - | |
Principal Equity Income Inst | - | 5.89 | - | - | |
Principal High Income Inst | - | 4.88 | - | - | |
Principal Overseas Instl | - | 4.06 | - | - | |
Principal MidCap Value I R-6 | - | 3.72 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal High Yield Fund I Inst | 3.57B | 2.00 | 1.85 | 3.37 | ||
Principal LifeTime 2040 Institution | 3.31B | 6.11 | 2.65 | 7.48 | ||
Principal LifeTime 2050 Institution | 2.56B | 7.47 | 3.52 | 8.12 | ||
Principal Short-Term Income Inst | 2.54B | 1.50 | 0.93 | 1.84 | ||
Principal Bond Market Index Instl | 1.98B | -1.65 | -3.21 | 1.12 |
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