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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.96 | 1.62 | 0.66 |
Stocks | 95.57 | 95.57 | 0.00 |
Bonds | 3.05 | 3.05 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.40 | 0.40 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.64 | 17.21 |
Price to Book | 2.58 | 2.47 |
Price to Sales | 1.84 | 1.78 |
Price to Cash Flow | 11.88 | 10.78 |
Dividend Yield | 2.07 | 2.08 |
5 Years Earnings Growth | 12.04 | 11.96 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.58 | 21.59 |
Financial Services | 17.52 | 16.55 |
Industrials | 13.79 | 11.41 |
Consumer Cyclical | 11.17 | 11.11 |
Healthcare | 11.10 | 11.54 |
Communication Services | 5.77 | 6.26 |
Real Estate | 5.25 | 3.81 |
Consumer Defensive | 5.09 | 5.75 |
Energy | 4.76 | 5.22 |
Basic Materials | 3.90 | 4.59 |
Utilities | 2.07 | 2.17 |
Number of long holdings: 18
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Diversified International R-6 | - | 15.95 | - | - | |
Principal Blue Chip R-6 | - | 10.32 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 10.20 | - | - | |
Principal LargeCap Growth I R6 | - | 10.07 | - | - | |
Principal Large Cap Value III Inst | - | 9.78 | - | - | |
Principal Equity Income Inst | - | 9.60 | - | - | |
Principal Overseas Instl | - | 6.66 | - | - | |
Principal MidCap Value I R-6 | - | 6.12 | - | - | |
Principal MidCap Growth III Inst | - | 4.04 | - | - | |
Principal Origin Emerging Markets R6 | - | 3.79 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.79B | 1.19 | 0.78 | 6.30 | ||
Principal High Yield Fund I Inst | 3.56B | 0.80 | 1.51 | 3.35 | ||
Principal LifeTime 2040 Institution | 3.29B | 2.63 | 1.88 | 7.33 | ||
Principal Short-Term Income Inst | 2.54B | 0.65 | 0.73 | 1.78 | ||
Principal LifeTime 2050 Institution | 2.54B | 3.58 | 2.66 | 7.94 |
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