| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
5
2
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 4.28 | 0.75 | 3.53 |
| Stocks | 21.68 | 0.0 | 21.68 |
| Bonds | 55.77 | 0.0 | 55.77 |
| Other | 1.89 | 0.36 | 1.54 |
| Foreign Bonds | 6.59 | 0.05 | 6.54 |
| Foreign Stocks | 7.25 | 0.0 | 7.25 |
| Convertible | 0.2 | 0.0 | 0.2 |
| Preferred | 3.49 | 0.0 | 3.49 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Principal Income Inst | 30.21 |
| Principal Government & High Qual Bd Inst | 18.12 |
| Principal Short-Term Income Inst | 7.4 |
| Principal Equity Income Inst | 6.67 |
| Principal Preferred Securities Inst | 5.08 |
| Principal Global Div Inc Instl | 4.2 |
| Principal Large Cap Growth Inst | 3.91 |
| Principal High Yield Inst | 3.48 |
| Principal Bond & Mtg Securities Inst | 3.32 |
| Principal Diversified Intl Inst | 3.14 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | PFILX |
|---|---|
| AAA | 39.55 |
| AA | 6.81 |
| A | 10.94 |
| BBB | 26.13 |
| BB | 5.53 |
| B | 6.48 |
| Below B | 2.7 |
| Other | 1.86 |
