| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
5
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 3.83 | 0.56 | 3.27 |
| Stocks | 21.65 | 0.0 | 21.65 |
| Bonds | 55.81 | 0.0 | 55.81 |
| Other | 1.95 | 0.23 | 1.72 |
| Foreign Bonds | 6.6 | 0.05 | 6.55 |
| Foreign Stocks | 7.18 | 0.0 | 7.18 |
| Convertible | 0.31 | 0.0 | 0.31 |
| Preferred | 3.51 | 0.0 | 3.51 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| % Net Assets | |
|---|---|
| Principal Income Inst | 30.3 |
| Principal Government & High Qual Bd Inst | 17.95 |
| Principal Short-Term Income Inst | 7.4 |
| Principal Equity Income Inst | 6.64 |
| Principal Preferred Securities Inst | 5.07 |
| Principal Global Div Inc Instl | 4.15 |
| Principal Large Cap Growth Inst | 3.89 |
| Principal High Yield Inst | 3.5 |
| Principal Bond & Mtg Securities Inst | 3.43 |
| Principal Diversified Intl Inst | 3.21 |
Bond Ratings (%)
Updated 04.30.2013
| Sector | PFIJX |
|---|---|
| AAA | 38.15 |
| AA | 7.66 |
| A | 10.94 |
| BBB | 26.19 |
| BB | 5.18 |
| B | 6.8 |
| Below B | 3.34 |
| Other | 1.73 |
