| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
4
4
2
2
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 8.73 | 13.08 | -4.35 |
| Stocks | 42.48 | 0.0 | 42.48 |
| Bonds | 25.86 | 0.0 | 25.86 |
| Other | 2.43 | 1.18 | 1.24 |
| Foreign Bonds | 13.98 | 2.69 | 11.29 |
| Foreign Stocks | 23.28 | 0.27 | 23.02 |
| Convertible | 0.07 | 0.0 | 0.07 |
| Preferred | 0.39 | 0.0 | 0.39 |
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 | 9.12 |
| Principal Bond & Mtg Securities Inst | 9.07 |
| Principal LargeCap Growth I Inst | 8.68 |
| Principal Large Cap Value I Inst | 7.97 |
| Principal Bond Market Index Instl | 7.11 |
| Principal Large Cap S&P 500 Index Inst | 6.71 |
| Principal Diversified Intl Inst | 5.66 |
| Principal Overseas Instl | 5.6 |
| Principal Large Cap Value Inst | 4.58 |
| Principal Global Real Estate Sec Inst | 3.55 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | PTBAX |
|---|---|
| AAA | 60.92 |
| AA | 7.69 |
| A | 5.45 |
| BBB | 12.94 |
| BB | 4.7 |
| B | 4.93 |
| Below B | 2.46 |
| Other | 0.92 |
