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Name | Net % | Long % | Short % |
---|---|---|---|
Bonds | 54.93 | 58.26 | 3.33 |
Convertible | 2.83 | 2.83 | 0.00 |
Preferred | 51.18 | 51.18 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 77.52 | 26.89 |
Price to Book | 1.20 | 1.48 |
Price to Sales | 6.90 | 3.57 |
Price to Cash Flow | 32.87 | 14.86 |
Dividend Yield | 1.57 | 3.27 |
5 Years Earnings Growth | - | 6.71 |
Name | Net % | Category Average |
---|---|---|
Utilities | 86.03 | 49.41 |
Healthcare | 13.97 | 14.25 |
Number of long holdings: 316
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Future on 2 Year Treasury Note | - | 13.58 | - | - | |
JPMorgan Chase & Co. 3.65% | - | 2.08 | - | - | |
Dominion Energy Inc 4.65% | - | 2.00 | - | - | |
Principal Government Money Market R-6 | - | 1.91 | - | - | |
Wells Fargo & Co. 3.9% | - | 1.59 | - | - | |
The Charles Schwab Corporation 4% | - | 1.57 | - | - | |
JPMorgan Chase & Co DR | - | 1.52 | - | - | |
Intesa Sanpaolo S.p.A. 7.7% | - | 1.51 | - | - | |
Truist Financial Corp. 4.8% | - | 1.49 | - | - | |
HSBC Capital Funding Dollar I L.P. 10.176% | - | 1.46 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 12.15B | 3.94 | 4.54 | 12.12 | ||
Principal Equity Income Inst | 7.15B | 3.67 | 4.05 | 9.06 | ||
Principal Large Cap S&P 500 Index I | 5.07B | 6.01 | 7.87 | 12.21 | ||
Principal Large Cap Value III Inst | 3.35B | 4.61 | 5.62 | 8.97 | ||
Principal Real Estate Securities In | 3.34B | -9.19 | -2.29 | 6.21 |
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