| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
3
2
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 | 8.46 | 9.67 | -1.21 |
| Stocks | 46.15 | 0.34 | 45.82 |
| Bonds | 21.25 | 0.03 | 21.23 |
| Other | 1.55 | 0.65 | 0.91 |
| Foreign Bonds | 10.34 | 3.03 | 7.31 |
| Foreign Stocks | 24.81 | 0.34 | 24.46 |
| Convertible | 0.09 | 0.0 | 0.09 |
| Preferred | 1.4 | 0.0 | 1.4 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| % Net Assets | |
|---|---|
| Principal Large Cap Value I Inst | 10.3 |
| Principal LargeCap Growth I Inst | 9.73 |
| Principal Large Cap S&P 500 Index Inst | 7.0 |
| Principal Bond & Mtg Securities Inst | 6.91 |
| Principal Core Plus Bond I Institutional | 6.9 |
| Principal Bond Market Index Instl | 6.75 |
| Principal Diversified Intl Inst | 6.15 |
| Principal Overseas Instl | 6.13 |
| Principal Large Cap Value Inst | 5.58 |
| Principal Global Real Estate Sec Inst | 4.53 |
Bond Ratings (%)
Updated 04.30.2013
| Sector | LTSNX |
|---|---|
| AAA | 58.23 |
| AA | 7.84 |
| A | 5.8 |
| BBB | 13.71 |
| BB | 5.46 |
| B | 5.54 |
| Below B | 2.56 |
| Other | 0.85 |
