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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.98 | 1.76 | 0.78 |
Stocks | 69.67 | 69.67 | 0.00 |
Bonds | 29.04 | 29.05 | 0.01 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.31 | 0.33 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.47 | 17.47 |
Price to Book | 2.66 | 2.58 |
Price to Sales | 1.93 | 1.82 |
Price to Cash Flow | 12.30 | 10.89 |
Dividend Yield | 1.94 | 2.08 |
5 Years Earnings Growth | 12.22 | 11.49 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.42 | 21.65 |
Financial Services | 17.30 | 15.02 |
Industrials | 13.67 | 11.58 |
Consumer Cyclical | 11.07 | 10.91 |
Healthcare | 11.00 | 12.52 |
Real Estate | 6.21 | 4.00 |
Communication Services | 5.71 | 6.69 |
Consumer Defensive | 5.03 | 6.26 |
Energy | 4.69 | 4.60 |
Basic Materials | 3.85 | 4.28 |
Utilities | 2.04 | 2.49 |
Number of long holdings: 18
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 25.08 | - | - | |
Principal Diversified International R-6 | - | 11.33 | - | - | |
Principal Blue Chip R-6 | - | 7.49 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 7.39 | - | - | |
Principal LargeCap Growth I R6 | - | 7.35 | - | - | |
Principal Large Cap Value III Inst | - | 7.05 | - | - | |
Principal Equity Income Inst | - | 6.94 | - | - | |
Principal Overseas Instl | - | 4.69 | - | - | |
Principal MidCap Value I R-6 | - | 4.48 | - | - | |
Principal High Income Inst | - | 4.21 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.84B | 1.19 | 0.78 | 6.30 | ||
Principal High Yield Fund I Inst | 3.58B | 0.80 | 1.51 | 3.35 | ||
Principal LifeTime 2040 Institution | 3.36B | 2.63 | 1.88 | 7.33 | ||
Principal Short-Term Income Inst | 2.55B | 0.65 | 0.73 | 1.78 | ||
Principal LifeTime 2050 Institution | 2.58B | 3.58 | 2.66 | 7.94 |
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