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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.160 | 2.140 | 1.980 |
Stocks | 64.770 | 64.770 | 0.000 |
Bonds | 35.020 | 35.020 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.344 | 18.138 |
Price to Book | 2.833 | 3.075 |
Price to Sales | 1.865 | 2.062 |
Price to Cash Flow | 11.675 | 11.917 |
Dividend Yield | 1.909 | 2.012 |
5 Years Earnings Growth | 11.041 | 11.275 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.730 | 22.926 |
Financial Services | 14.040 | 14.990 |
Healthcare | 12.000 | 13.340 |
Consumer Cyclical | 11.460 | 10.061 |
Industrials | 11.290 | 10.835 |
Communication Services | 7.160 | 7.222 |
Consumer Defensive | 6.100 | 6.286 |
Energy | 4.200 | 5.506 |
Basic Materials | 3.430 | 3.509 |
Real Estate | 3.220 | 3.528 |
Utilities | 2.370 | 3.073 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal VC LargeCap S&P 500 Idx 1 | - | 45.01 | - | - | |
Principal VC Bond Market Index 1 | - | 35.10 | - | - | |
Principal International Equity Index R-6 | - | 9.98 | - | - | |
Principal MidCap S&P 400 Index R-6 | - | 4.97 | - | - | |
Principal SmallCap S&P 600 Index R-6 | - | 4.96 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 12.06B | 3.94 | 4.54 | 12.12 | ||
Principal Equity Income Inst | 7.03B | 3.67 | 4.05 | 9.06 | ||
Principal Large Cap S&P 500 Index I | 5.22B | 6.01 | 7.87 | 12.21 | ||
Principal Preferred Securities Inst | 4.27B | 2.81 | -0.20 | 3.99 | ||
Principal Large Cap Value III Inst | 3.3B | 4.61 | 5.62 | 8.97 |
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