| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
3
3
1
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 10.47 | 14.68 | -4.21 |
| Stocks | 36.78 | 0.0 | 36.78 |
| Bonds | 34.5 | 0.0 | 34.5 |
| Other | 2.62 | 1.55 | 1.07 |
| Foreign Bonds | 17.13 | 3.15 | 13.99 |
| Foreign Stocks | 17.57 | 0.29 | 17.28 |
| Convertible | 0.08 | 0.0 | 0.08 |
| Preferred | 0.53 | 0.0 | 0.53 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Principal Bond & Mtg Securities Inst | 10.61 |
| Principal Core Plus Bond I Institutional | 10.55 |
| Principal Bond Market Index Instl | 8.65 |
| Principal LargeCap Growth I Inst | 7.34 |
| Principal Large Cap Value I Inst | 7.0 |
| Principal Large Cap S&P 500 Index Inst | 5.44 |
| Principal Diversified Intl Inst | 4.32 |
| Principal Equity Income Inst | 4.31 |
| Principal Overseas Instl | 4.3 |
| Principal Diversified Real Asset Inst | 4.22 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | LTASX |
|---|---|
| AAA | 56.63 |
| AA | 8.26 |
| A | 7.15 |
| BBB | 14.02 |
| BB | 4.97 |
| B | 5.35 |
| Below B | 2.56 |
| Other | 1.06 |
