| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
1
4
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 4.91 | 7.71 | -2.79 |
| Stocks | 52.58 | 0.0 | 52.58 |
| Bonds | 12.59 | 0.0 | 12.59 |
| Other | 2.2 | 0.52 | 1.68 |
| Foreign Bonds | 7.08 | 1.26 | 5.83 |
| Foreign Stocks | 29.15 | 0.23 | 28.92 |
| Convertible | 0.08 | 0.0 | 0.08 |
| Preferred | 1.13 | 0.0 | 1.13 |
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 | 12.01 |
| Principal Large Cap Value I Inst | 11.42 |
| Principal Large Cap S&P 500 Index Inst | 7.58 |
| Principal Diversified Intl Inst | 7.36 |
| Principal Large Cap Value Inst | 6.33 |
| Principal Overseas Instl | 6.14 |
| Principal Global Real Estate Sec Inst | 5.59 |
| Principal Intl Emerging Markets Inst | 4.02 |
| Principal Bond Market Index Instl | 3.98 |
| Principal Core Plus Bond I Institutional | 3.79 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | LTIUX |
|---|---|
| AAA | 55.56 |
| AA | 7.31 |
| A | 5.47 |
| BBB | 13.5 |
| BB | 7.16 |
| B | 7.15 |
| Below B | 3.01 |
| Other | 0.85 |
