Principal SAM Conservative Growth R5 (PCWPX)
15.06
+0.16 (+1.07%)
USD |
Mar 29 2023
PCWPX Asset Allocations & Exposures
Asset Allocation
Region Exposure
| Americas | 81.07% |
|---|---|
|
North America
|
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| Canada | Upgrade |
| United States | Upgrade |
|
Latin America
|
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| Brazil | Upgrade |
| Chile | Upgrade |
| Colombia | Upgrade |
| Mexico | Upgrade |
| Peru | Upgrade |
As of February 28, 2023. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 9.84% |
|---|---|
| United Kingdom | Upgrade |
|
Europe Developed
|
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| Austria | Upgrade |
| Belgium | Upgrade |
| Denmark | Upgrade |
| Finland | Upgrade |
| France | Upgrade |
| Germany | Upgrade |
| Ireland | Upgrade |
| Italy | Upgrade |
| Netherlands | Upgrade |
| Norway | Upgrade |
| Portugal | Upgrade |
| Spain | Upgrade |
| Sweden | Upgrade |
| Switzerland | Upgrade |
|
Europe Emerging
|
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| Czech Republic | Upgrade |
| Poland | Upgrade |
| Turkey | Upgrade |
|
Africa And Middle East
|
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| Israel | Upgrade |
| Nigeria | Upgrade |
| Saudi Arabia | Upgrade |
| South Africa | Upgrade |
| United Arab Emirates | Upgrade |
| Greater Asia | 9.02% |
|---|---|
| Japan | Upgrade |
|
Australasia
|
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| Australia | Upgrade |
|
Asia Developed
|
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| Hong Kong | Upgrade |
| Singapore | Upgrade |
| South Korea | Upgrade |
| Taiwan | Upgrade |
|
Asia Emerging
|
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| China | Upgrade |
| India | Upgrade |
| Indonesia | Upgrade |
| Kazakhstan | Upgrade |
| Malaysia | Upgrade |
| Pakistan | Upgrade |
| Philippines | Upgrade |
| Thailand | Upgrade |
Stock Sector Exposure
| Cyclical |
|
40.67% |
| Basic Materials | Upgrade | |
| Consumer Cyclical | Upgrade | |
| Financial Services | Upgrade | |
| Real Estate | Upgrade | |
| Sensitive |
|
39.08% |
| Communication Services | Upgrade | |
| Energy | Upgrade | |
| Industrials | Upgrade | |
| Technology | Upgrade | |
| Defensive |
|
20.25% |
| Consumer Defensive | Upgrade | |
| Healthcare | Upgrade | |
| Utilities | Upgrade |
As of February 28, 2023
Bond Maturity Exposure
| Short Term |
|
3.97% |
| 1-7 Days | Upgrade | |
| 8-30 Days | Upgrade | |
| 31-90 Days | Upgrade | |
| 91 to 182 Days | Upgrade | |
| 183 to 364 Days | Upgrade | |
| Intermediate |
|
54.72% |
| 1 to 3 Years | Upgrade | |
| 3 to 5 Years | Upgrade | |
| 5 to 7 Years | Upgrade | |
| 7 to 10 Years | Upgrade | |
| Long Term |
|
41.31% |
| 10 to 15 Years | Upgrade | |
| 15 to 20 Years | Upgrade | |
| 20 to 30 Years | Upgrade | |
| Over 30 Years | Upgrade |
As of February 28, 2023