| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
1
1
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 3.67 | 5.99 | -2.32 |
| Stocks | 56.03 | 0.0 | 56.03 |
| Bonds | 7.44 | 0.0 | 7.44 |
| Other | 2.18 | 0.32 | 1.86 |
| Foreign Bonds | 4.89 | 0.83 | 4.06 |
| Foreign Stocks | 31.72 | 0.22 | 31.5 |
| Convertible | 0.08 | 0.0 | 0.08 |
| Preferred | 1.35 | 0.0 | 1.35 |
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 | 12.79 |
| Principal Large Cap Value I Inst | 12.16 |
| Principal Diversified Intl Inst | 8.69 |
| Principal Large Cap S&P 500 Index Inst | 7.97 |
| Principal Overseas Instl | 7.01 |
| Principal Large Cap Value Inst | 6.78 |
| Principal Global Real Estate Sec Inst | 5.67 |
| Principal Large Cap Growth Inst | 4.71 |
| Principal Intl Emerging Markets Inst | 4.32 |
| Principal MidCap Growth III Inst | 3.32 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | LTRGX |
|---|---|
| AAA | 47.02 |
| AA | 7.13 |
| A | 5.02 |
| BBB | 14.61 |
| BB | 10.46 |
| B | 10.54 |
| Below B | 4.15 |
| Other | 1.07 |
