| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
1
1
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 6.58 | 6.53 | 0.05 |
| Stocks | 52.01 | 0.32 | 51.7 |
| Bonds | 12.62 | 0.03 | 12.6 |
| Other | 1.37 | 0.39 | 0.98 |
| Foreign Bonds | 6.14 | 2.25 | 3.89 |
| Foreign Stocks | 29.89 | 0.3 | 29.58 |
| Convertible | 0.08 | 0.0 | 0.08 |
| Preferred | 1.12 | 0.0 | 1.12 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| % Net Assets | |
|---|---|
| Principal LargeCap Growth I Inst | 11.83 |
| Principal Large Cap Value I Inst | 11.32 |
| Principal Large Cap S&P 500 Index Inst | 7.57 |
| Principal Diversified Intl Inst | 7.52 |
| Principal Overseas Instl | 6.35 |
| Principal Large Cap Value Inst | 6.24 |
| Principal Global Real Estate Sec Inst | 5.89 |
| Principal Intl Emerging Markets Inst | 3.95 |
| Principal Bond Market Index Instl | 3.92 |
| Principal Core Plus Bond I Institutional | 3.79 |
Bond Ratings (%)
Updated 04.30.2013
| Sector | LTAOX |
|---|---|
| AAA | 54.85 |
| AA | 7.6 |
| A | 5.61 |
| BBB | 13.55 |
| BB | 6.93 |
| B | 7.44 |
| Below B | 3.13 |
| Other | 0.89 |
