| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
4
2
2
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 7.14 | 11.03 | -3.89 |
| Stocks | 46.09 | 0.0 | 46.09 |
| Bonds | 21.05 | 0.0 | 21.05 |
| Other | 2.35 | 0.89 | 1.45 |
| Foreign Bonds | 11.35 | 2.08 | 9.27 |
| Foreign Stocks | 24.82 | 0.27 | 24.56 |
| Convertible | 0.08 | 0.0 | 0.08 |
| Preferred | 1.39 | 0.0 | 1.39 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Principal Large Cap Value I Inst | 10.41 |
| Principal LargeCap Growth I Inst | 9.87 |
| Principal Large Cap S&P 500 Index Inst | 7.01 |
| Principal Core Plus Bond I Institutional | 6.94 |
| Principal Bond Market Index Instl | 6.8 |
| Principal Bond & Mtg Securities Inst | 6.79 |
| Principal Large Cap Value Inst | 5.66 |
| Principal Diversified Intl Inst | 5.56 |
| Principal Overseas Instl | 5.51 |
| Principal Global Real Estate Sec Inst | 4.29 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | LTEEX |
|---|---|
| AAA | 58.99 |
| AA | 7.58 |
| A | 5.65 |
| BBB | 13.64 |
| BB | 5.6 |
| B | 5.28 |
| Below B | 2.47 |
| Other | 0.79 |
