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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.32 | 5.25 | 4.93 |
Shares | 26.60 | 26.60 | 0.00 |
Bonds | 70.66 | 71.89 | 1.23 |
Convertible | 0.12 | 0.12 | 0.00 |
Preferred | 2.17 | 2.17 | 0.00 |
Other | 0.14 | 0.14 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.46 | 18.37 |
Price to Book | 2.88 | 2.79 |
Price to Sales | 2.17 | 2.05 |
Price to Cash Flow | 12.64 | 11.34 |
Dividend Yield | 2.07 | 2.19 |
5 Years Earnings Growth | 11.02 | 10.76 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.34 | 21.30 |
Financial Services | 15.75 | 14.32 |
Healthcare | 12.73 | 12.28 |
Industrials | 9.42 | 10.97 |
Consumer Cyclical | 9.16 | 9.75 |
Real Estate | 7.04 | 7.17 |
Communication Services | 6.66 | 7.25 |
Consumer Defensive | 6.03 | 7.43 |
Energy | 5.64 | 5.45 |
Basic Materials | 3.27 | 3.47 |
Utilities | 2.95 | 3.13 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 33.33 | - | - | |
Principal Bond Market Index Instl | - | 10.92 | - | - | |
Principal US Mega-Cap ETF | - | 6.67 | - | - | |
Principal Inflation Protection Inst | - | 5.42 | - | - | |
Principal Finisterre EmMkts TR Bd Instl | - | 5.10 | - | - | |
Principal Government & High Qual Bd Inst | - | 4.32 | - | - | |
Principal Spectrum Pref&Cptl Scs IncR6 | - | 4.11 | - | - | |
Principal Capital Appreciation Inst | - | 4.00 | - | - | |
Principal Short-Term Income Inst | - | 3.61 | - | - | |
Principal High Yield R-6 | - | 3.55 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 11.96B | 3.94 | 4.54 | 12.12 | ||
Principal Equity Income Inst | 7.07B | 3.67 | 4.05 | 9.06 | ||
Principal Large Cap S&P 500 Index I | 5.14B | 6.01 | 7.87 | 12.21 | ||
Principal Preferred Securities Inst | 4.29B | 2.81 | -0.20 | 3.99 | ||
Principal Large Cap Value III Inst | 3.33B | 4.61 | 5.62 | 8.97 |
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