| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
4
1
2
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 3.02 | 4.94 | -1.93 |
| Stocks | 57.14 | 0.0 | 57.14 |
| Bonds | 5.03 | 0.0 | 5.03 |
| Other | 2.17 | 0.23 | 1.95 |
| Foreign Bonds | 3.64 | 0.6 | 3.04 |
| Foreign Stocks | 33.52 | 0.2 | 33.32 |
| Convertible | 0.08 | 0.0 | 0.08 |
| Preferred | 1.38 | 0.0 | 1.38 |
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 | 13.04 |
| Principal Large Cap Value I Inst | 12.8 |
| Principal Diversified Intl Inst | 9.3 |
| Principal Large Cap S&P 500 Index Inst | 8.11 |
| Principal Overseas Instl | 7.75 |
| Principal Large Cap Value Inst | 6.89 |
| Principal Global Real Estate Sec Inst | 5.75 |
| Principal Intl Emerging Markets Inst | 4.64 |
| Principal Large Cap Growth Inst | 4.62 |
| Principal MidCap Growth III Inst | 3.45 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | PPEAX |
|---|---|
| AAA | 36.9 |
| AA | 6.02 |
| A | 3.99 |
| BBB | 15.06 |
| BB | 14.96 |
| B | 15.75 |
| Below B | 5.89 |
| Other | 1.43 |
