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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.12 | 1.49 | 0.37 |
Stocks | 87.87 | 87.87 | 0.00 |
Bonds | 10.66 | 10.68 | 0.02 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.34 | 0.34 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.60 | 17.26 |
Price to Book | 2.56 | 2.58 |
Price to Sales | 1.85 | 1.80 |
Price to Cash Flow | 11.88 | 10.84 |
Dividend Yield | 2.06 | 2.10 |
5 Years Earnings Growth | 11.86 | 11.48 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.27 | 22.17 |
Financial Services | 17.56 | 15.02 |
Industrials | 13.88 | 11.59 |
Healthcare | 11.25 | 12.50 |
Consumer Cyclical | 10.57 | 11.00 |
Communication Services | 6.03 | 6.72 |
Real Estate | 5.27 | 3.56 |
Consumer Defensive | 5.13 | 6.21 |
Energy | 4.96 | 4.54 |
Basic Materials | 3.87 | 4.24 |
Utilities | 2.20 | 2.44 |
Number of long holdings: 18
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Diversified International R-6 | - | 14.64 | - | - | |
Principal Blue Chip R-6 | - | 9.48 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 9.45 | - | - | |
Principal LargeCap Growth I R6 | - | 9.25 | - | - | |
Principal Large Cap Value III Inst | - | 8.98 | - | - | |
Principal Equity Income Inst | - | 8.81 | - | - | |
Principal Core Fixed Income R6 | - | 8.57 | - | - | |
Principal Overseas Instl | - | 6.11 | - | - | |
Principal MidCap Value I R-6 | - | 5.59 | - | - | |
Principal MidCap Growth III Inst | - | 3.71 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.79B | 4.23 | 1.43 | 6.41 | ||
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 |
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