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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 34.59 | 34.59 | 0.00 |
Bonds | 70.42 | 72.80 | 2.38 |
Other | 0.20 | 0.20 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.37 | 17.03 |
Price to Book | 2.64 | 2.37 |
Price to Sales | 2.01 | 1.72 |
Price to Cash Flow | 12.13 | 10.18 |
Dividend Yield | 1.95 | 2.62 |
5 Years Earnings Growth | 11.67 | 10.85 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.74 | 21.66 |
Financial Services | 17.35 | 15.25 |
Industrials | 12.56 | 11.18 |
Healthcare | 10.97 | 11.86 |
Consumer Cyclical | 10.32 | 10.43 |
Communication Services | 6.32 | 6.72 |
Energy | 5.16 | 4.67 |
Consumer Defensive | 5.00 | 6.12 |
Real Estate | 4.16 | 4.88 |
Basic Materials | 4.15 | 4.34 |
Utilities | 3.27 | 2.90 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 33.93 | - | - | |
Principal Short-Term Income Inst | - | 17.44 | - | - | |
Principal High Income Inst | - | 7.24 | - | - | |
Principal Inflation Protection Inst | - | 5.88 | - | - | |
Principal Diversified International R6 | - | 5.55 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 4.15 | - | - | |
Principal Blue Chip R6 | - | 4.12 | - | - | |
Principal LargeCap Growth I R6 | - | 4.05 | - | - | |
Principal Large Cap Value III Inst | - | 3.84 | - | - | |
Principal Equity Income Inst | - | 3.82 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal Global Multi-Strategy Ins | 257.65M | 4.43 | 3.74 | 3.56 | ||
Principal LifeTime Strategic Inc J | 244.27M | 0.18 | 0.27 | 3.44 | ||
Principal Global Multi-Strategy A | 35.42M | 5.28 | 4.22 | 3.23 |
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