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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 42.56 | 42.56 | 0.00 |
Bonds | 61.11 | 63.19 | 2.08 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.25 | 0.25 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.54 | 17.64 |
Price to Book | 2.63 | 2.44 |
Price to Sales | 2.00 | 1.74 |
Price to Cash Flow | 11.99 | 10.09 |
Dividend Yield | 2.00 | 2.26 |
5 Years Earnings Growth | 11.75 | 11.07 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.80 | 20.11 |
Financial Services | 17.90 | 15.07 |
Industrials | 12.25 | 11.31 |
Healthcare | 11.03 | 12.58 |
Consumer Cyclical | 10.57 | 10.59 |
Communication Services | 6.58 | 6.62 |
Energy | 4.96 | 4.80 |
Consumer Defensive | 4.89 | 6.79 |
Real Estate | 4.01 | 4.67 |
Basic Materials | 3.94 | 4.37 |
Utilities | 3.05 | 3.12 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 31.59 | - | - | |
Principal Short-Term Income Inst | - | 13.11 | - | - | |
Principal Diversified International R6 | - | 8.05 | - | - | |
Principal High Income Inst | - | 5.71 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 5.28 | - | - | |
Principal Inflation Protection Inst | - | 5.13 | - | - | |
Principal Blue Chip R6 | - | 5.11 | - | - | |
Principal LargeCap Growth I R6 | - | 5.07 | - | - | |
Principal Equity Income Inst | - | 4.78 | - | - | |
Principal Large Cap Value III Inst | - | 4.75 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.97B | 9.57 | 2.04 | 6.63 | ||
Principal High Yield Fund I Inst | 2.03B | 6.25 | 2.49 | 3.69 | ||
Principal LifeTime 2040 Institution | 3.52B | 11.83 | 3.16 | 7.70 | ||
Principal LifeTime 2050 Institution | 2.74B | 13.36 | 4.01 | 8.34 | ||
Principal Short-Term Income Inst | 2.67B | 4.22 | 1.82 | 2.08 |
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