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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.88 | 4.49 | 2.61 |
Stocks | 35.77 | 35.77 | 0.00 |
Bonds | 62.16 | 64.33 | 2.17 |
Other | 0.19 | 0.20 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.04 | 16.54 |
Price to Book | 2.49 | 2.32 |
Price to Sales | 1.72 | 1.65 |
Price to Cash Flow | 10.86 | 9.86 |
Dividend Yield | 2.05 | 2.65 |
5 Years Earnings Growth | 11.45 | 10.66 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.21 | 20.97 |
Financial Services | 16.86 | 15.03 |
Industrials | 13.40 | 11.20 |
Healthcare | 11.36 | 11.99 |
Consumer Cyclical | 11.05 | 10.72 |
Consumer Defensive | 5.52 | 6.31 |
Communication Services | 5.28 | 6.71 |
Energy | 5.12 | 4.65 |
Real Estate | 4.74 | 5.18 |
Basic Materials | 4.05 | 4.28 |
Utilities | 3.41 | 2.96 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 33.56 | - | - | |
Principal Short-Term Income Inst | - | 16.90 | - | - | |
Principal High Income Inst | - | 6.75 | - | - | |
Principal Inflation Protection Inst | - | 6.09 | - | - | |
Principal Diversified International R-6 | - | 5.15 | - | - | |
Principal Blue Chip R-6 | - | 4.00 | - | - | |
Principal LargeCap Growth I R6 | - | 3.90 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 3.67 | - | - | |
Principal Large Cap Value III Inst | - | 3.52 | - | - | |
Principal Equity Income Inst | - | 3.47 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime Strategic Inc In | 471.54M | 2.66 | 0.37 | 3.54 | ||
Principal Global Multi-Strategy Ins | 252.89M | 4.43 | 3.74 | 3.56 | ||
Principal Global Multi-Strategy A | 35.89M | 5.28 | 4.22 | 3.23 |
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