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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.01 | 1.84 | 0.83 |
Shares | 60.70 | 60.70 | 0.00 |
Bonds | 38.01 | 38.02 | 0.01 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.27 | 0.29 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.52 | 17.21 |
Price to Book | 2.66 | 2.55 |
Price to Sales | 1.94 | 1.78 |
Price to Cash Flow | 12.33 | 10.64 |
Dividend Yield | 1.95 | 2.13 |
5 Years Earnings Growth | 12.21 | 11.39 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.37 | 21.24 |
Financial Services | 17.16 | 14.79 |
Industrials | 13.62 | 11.65 |
Healthcare | 11.00 | 12.53 |
Consumer Cyclical | 10.99 | 10.86 |
Real Estate | 6.65 | 4.23 |
Communication Services | 5.68 | 6.47 |
Consumer Defensive | 5.02 | 6.49 |
Energy | 4.68 | 4.77 |
Basic Materials | 3.81 | 4.39 |
Utilities | 2.02 | 2.64 |
Number of long holdings: 18
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 33.61 | - | - | |
Principal Diversified International R-6 | - | 9.83 | - | - | |
Principal Blue Chip R-6 | - | 6.50 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 6.41 | - | - | |
Principal LargeCap Growth I R6 | - | 6.37 | - | - | |
Principal Large Cap Value III Inst | - | 6.11 | - | - | |
Principal Equity Income Inst | - | 6.02 | - | - | |
Principal High Income Inst | - | 4.76 | - | - | |
Principal Overseas Instl | - | 4.07 | - | - | |
Principal MidCap Value I R-6 | - | 3.88 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
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 | ||
Principal Bond Market Index Instl | 1.97B | -3.30 | -3.69 | 1.06 |
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