| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
3
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 | 3.09 | 5.04 | -1.95 |
| Stocks | 57.44 | 0.0 | 57.44 |
| Bonds | 4.91 | 0.0 | 4.91 |
| Other | 2.19 | 0.23 | 1.96 |
| Foreign Bonds | 3.68 | 0.62 | 3.07 |
| Foreign Stocks | 33.43 | 0.21 | 33.22 |
| Convertible | 0.08 | 0.0 | 0.08 |
| Preferred | 1.28 | 0.0 | 1.28 |
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 | 13.23 |
| Principal Large Cap Value I Inst | 12.7 |
| Principal Large Cap S&P 500 Index Inst | 8.21 |
| Principal Overseas Instl | 7.66 |
| Principal Diversified Intl Inst | 7.14 |
| Principal Large Cap Value Inst | 6.76 |
| Principal Global Real Estate Sec Inst | 5.68 |
| Principal Large Cap Growth Inst | 5.1 |
| Principal Intl Emerging Markets Inst | 4.65 |
| Principal International I Inst | 3.97 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | LTFSX |
|---|---|
| AAA | 37.17 |
| AA | 6.17 |
| A | 3.9 |
| BBB | 14.66 |
| BB | 14.78 |
| B | 15.88 |
| Below B | 5.82 |
| Other | 1.62 |
