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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.91 | 1.61 | 0.70 |
Shares | 88.84 | 88.84 | 0.00 |
Bonds | 9.86 | 9.87 | 0.01 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.37 | 0.39 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.42 | 17.40 |
Price to Book | 2.67 | 2.60 |
Price to Sales | 1.92 | 1.81 |
Price to Cash Flow | 12.28 | 10.88 |
Dividend Yield | 1.92 | 2.07 |
5 Years Earnings Growth | 12.25 | 11.51 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.57 | 22.17 |
Financial Services | 17.41 | 14.99 |
Industrials | 13.77 | 11.50 |
Consumer Cyclical | 11.14 | 11.05 |
Healthcare | 11.11 | 12.57 |
Communication Services | 5.75 | 6.64 |
Real Estate | 5.53 | 3.61 |
Consumer Defensive | 5.06 | 6.26 |
Energy | 4.73 | 4.51 |
Basic Materials | 3.87 | 4.25 |
Utilities | 2.05 | 2.44 |
Number of long holdings: 18
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Diversified International R-6 | - | 14.56 | - | - | |
Principal Blue Chip R-6 | - | 9.62 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 9.49 | - | - | |
Principal LargeCap Growth I R6 | - | 9.44 | - | - | |
Principal Large Cap Value III Inst | - | 9.06 | - | - | |
Principal Equity Income Inst | - | 8.92 | - | - | |
Principal Core Fixed Income R6 | - | 7.80 | - | - | |
Principal Overseas Instl | - | 6.03 | - | - | |
Principal MidCap Value I R-6 | - | 5.75 | - | - | |
Principal MidCap Growth III Inst | - | 3.89 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.82B | 1.19 | 0.78 | 6.30 | ||
Principal High Yield Fund I Inst | 3.57B | 0.80 | 1.51 | 3.35 | ||
Principal LifeTime 2040 Institution | 3.31B | 2.63 | 1.88 | 7.33 | ||
Principal Short-Term Income Inst | 2.53B | 0.65 | 0.73 | 1.78 | ||
Principal LifeTime 2050 Institution | 2.56B | 3.58 | 2.66 | 7.94 |
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