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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.65 | 1.98 | 0.33 |
Stocks | 97.38 | 97.38 | 0.00 |
Bonds | 0.79 | 0.86 | 0.07 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.18 | 0.19 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.02 | 17.79 |
Price to Book | 2.97 | 2.75 |
Price to Sales | 2.10 | 1.87 |
Price to Cash Flow | 12.48 | 11.22 |
Dividend Yield | 1.83 | 2.00 |
5 Years Earnings Growth | 12.18 | 11.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.45 | 20.70 |
Financial Services | 17.41 | 14.98 |
Healthcare | 11.63 | 12.73 |
Industrials | 11.17 | 12.65 |
Consumer Cyclical | 10.22 | 12.08 |
Communication Services | 6.81 | 6.56 |
Consumer Defensive | 5.28 | 6.28 |
Energy | 5.02 | 4.64 |
Real Estate | 4.63 | 4.01 |
Basic Materials | 3.69 | 3.83 |
Utilities | 2.70 | 2.47 |
Number of long holdings: 18
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Capital Appreciation Inst | - | 14.84 | - | - | |
Principal Blue Chip R-6 | - | 14.24 | - | - | |
Principal US Mega-Cap ETF | - | 13.41 | - | - | |
Principal Equity Income Inst | - | 12.16 | - | - | |
Principal Large Cap Value III Inst | - | 7.54 | - | - | |
Principal Overseas Instl | - | 5.14 | - | - | |
Principal Diversified International R-6 | - | 5.10 | - | - | |
Principal LargeCap Growth I R6 | - | 5.08 | - | - | |
Principal US Small Cap ETF | - | 4.21 | - | - | |
Principal Diversified Real Asset R6 | - | 3.65 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 12.19B | 3.94 | 4.54 | 12.12 | ||
Principal Equity Income Inst | 7.2B | 3.67 | 4.05 | 9.06 | ||
Principal Large Cap S&P 500 Index I | 5.15B | 6.01 | 7.87 | 12.21 | ||
Principal Preferred Securities Inst | 4.32B | 2.81 | -0.20 | 3.99 | ||
Principal Large Cap Value III Inst | 3.39B | 4.61 | 5.62 | 8.97 |
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