| 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 | 6.12 | 9.39 | -3.27 |
| Stocks | 50.06 | 0.0 | 50.06 |
| Bonds | 17.0 | 0.0 | 17.0 |
| Other | 2.27 | 0.72 | 1.55 |
| Foreign Bonds | 9.21 | 1.7 | 7.52 |
| Foreign Stocks | 25.91 | 0.23 | 25.68 |
| 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 LargeCap Growth I Inst | 10.98 |
| Principal Large Cap Value I Inst | 10.7 |
| Principal Overseas Instl | 7.61 |
| Principal Large Cap S&P 500 Index Inst | 7.1 |
| Principal Diversified Intl Inst | 5.78 |
| Principal Large Cap Value Inst | 5.67 |
| Principal Core Plus Bond I Institutional | 5.44 |
| Principal Bond & Mtg Securities Inst | 5.41 |
| Principal Global Real Estate Sec Inst | 5.29 |
| Principal Bond Market Index Instl | 5.09 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | PTCAX |
|---|---|
| AAA | 57.99 |
| AA | 7.43 |
| A | 5.46 |
| BBB | 13.54 |
| BB | 6.26 |
| B | 5.92 |
| Below B | 2.6 |
| Other | 0.8 |
