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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.05 | 2.13 | 1.08 |
Stocks | 93.77 | 93.77 | 0.00 |
Bonds | 4.65 | 4.67 | 0.02 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.51 | 0.51 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.79 | 17.35 |
Price to Book | 2.75 | 2.61 |
Price to Sales | 2.13 | 1.87 |
Price to Cash Flow | 12.06 | 11.00 |
Dividend Yield | 1.93 | 2.19 |
5 Years Earnings Growth | 10.89 | 11.66 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.32 | 22.86 |
Financial Services | 18.98 | 15.37 |
Industrials | 11.58 | 11.37 |
Healthcare | 11.08 | 12.14 |
Consumer Cyclical | 11.02 | 10.78 |
Communication Services | 7.30 | 6.89 |
Real Estate | 4.99 | 3.74 |
Consumer Defensive | 4.73 | 5.98 |
Energy | 3.85 | 4.19 |
Basic Materials | 3.64 | 4.07 |
Utilities | 2.51 | 2.61 |
Number of long holdings: 15
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Diversified International R6 | - | 22.33 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 11.79 | - | - | |
Principal Blue Chip R6 | - | 11.62 | - | - | |
Principal LargeCap Growth I R6 | - | 11.62 | - | - | |
Principal Large Cap Value III Inst | - | 10.98 | - | - | |
Principal Equity Income Inst | - | 10.95 | - | - | |
Principal SmallCap R6 | - | 3.97 | - | - | |
Principal Core Fixed Income R6 | - | 3.34 | - | - | |
Principal MidCap R6 | - | 2.91 | - | - | |
Principal Small-MidCap Dividend Inc R6 | - | 2.54 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.77B | 12.31 | 3.46 | 6.86 | ||
Principal LifeTime 2040 Institution | 3.39B | 15.51 | 5.09 | 8.00 | ||
Principal Short-Term Income Inst | 2.77B | 5.03 | 2.31 | 2.13 | ||
Principal Bond Market Index Instl | 2.29B | 2.94 | -2.06 | 1.31 | ||
Principal Inflation Protection Inst | 2.16B | 3.39 | -1.90 | 1.90 |
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