| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
3
4
1
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 11.27 | 14.79 | -3.52 |
| Stocks | 31.17 | 0.0 | 31.17 |
| Bonds | 40.15 | 0.0 | 40.15 |
| Other | 2.61 | 1.85 | 0.75 |
| Foreign Bonds | 18.52 | 3.29 | 15.23 |
| Foreign Stocks | 15.76 | 0.29 | 15.47 |
| Convertible | 0.08 | 0.0 | 0.08 |
| Preferred | 0.67 | 0.0 | 0.67 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Principal Core Plus Bond I Institutional | 10.85 |
| Principal Bond & Mtg Securities Inst | 10.72 |
| Principal Bond Market Index Instl | 8.93 |
| Principal Short-Term Income Inst | 8.01 |
| Principal LargeCap Growth I Inst | 6.84 |
| Principal Equity Income Inst | 5.48 |
| Principal Global Div Inc Instl | 5.13 |
| Principal Inflation Protection Inst | 4.79 |
| Principal MidCap Institutional | 4.71 |
| Principal Large Cap Value I Inst | 4.41 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | PVASX |
|---|---|
| AAA | 53.23 |
| AA | 8.69 |
| A | 8.65 |
| BBB | 15.04 |
| BB | 5.1 |
| B | 5.52 |
| Below B | 2.67 |
| Other | 1.1 |
