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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.00 | 1.80 | 0.80 |
Shares | 69.63 | 69.63 | 0.00 |
Bonds | 29.05 | 29.06 | 0.01 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.31 | 0.33 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.49 | 17.39 |
Price to Book | 2.66 | 2.57 |
Price to Sales | 1.93 | 1.80 |
Price to Cash Flow | 12.33 | 10.81 |
Dividend Yield | 1.94 | 2.09 |
5 Years Earnings Growth | 12.18 | 11.54 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.43 | 21.64 |
Financial Services | 17.28 | 15.01 |
Industrials | 13.63 | 11.53 |
Consumer Cyclical | 11.16 | 10.93 |
Healthcare | 11.06 | 12.56 |
Real Estate | 6.21 | 4.01 |
Communication Services | 5.72 | 6.67 |
Consumer Defensive | 5.06 | 6.29 |
Energy | 4.61 | 4.57 |
Basic Materials | 3.82 | 4.28 |
Utilities | 2.02 | 2.50 |
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 | 3.8B | 4.60 | 3.09 | 6.64 | ||
Principal High Yield Fund I Inst | 3.57B | 1.69 | 2.13 | 3.49 | ||
Principal LifeTime 2040 Institution | 3.29B | 6.37 | 4.46 | 7.69 | ||
Principal LifeTime 2050 Institution | 2.54B | 7.65 | 5.48 | 8.33 | ||
Principal Short-Term Income Inst | 2.53B | 1.04 | 0.95 | 1.86 |
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