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Summary
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
PGDTX - Principal Diversified Real Asset Fund Class R-5
Nasdaq - Nasdaq Delayed Price. Currency in USD
Overall Portfolio Composition (%)
Cash
3.19%
Stocks
76.37%
Bonds
20.38%
Others
0.06%
Preferred
0.00%
Convertable
0.00%
Sector Weightings (%)
Sector(s)
PGDTX
Basic Materials
3.85%
Consumer Cyclical
0.83%
Financial Services
0.12%
Real Estate
15.94%
Consumer Defensive
0.85%
Healthcare
0.14%
Utilities
20.17%
Communication Services
0.18%
Energy
9.54%
Industrials
8.97%
Technology
0.69%
Equity Holdings
Average
PGDTX
Category Average
Price/Earnings
0.06
19.2
Price/Book
0.58
2.25
Price/Sales
0.52
1.73
Price/Cashflow
0.11
11.89
Median Market Cap
18,691.04
70,032.91
3 Year Earnings Growth
4.6
9.26
Bond Holdings
Average
PGDTX
Category Average
Maturity
95.15
3.64
Duration
0.88
2.8
Credit Quality
N/A
N/A
Bond Ratings
Sector(s)
PGDTX
US Government
17.77%
AAA
N/A
AA
N/A
A
N/A
BBB
N/A
BB
N/A
B
N/A
Below B
N/A
Others
N/A
Top 8 Holdings (10.54% of Total Assets)
Get Quotes for Top Holdings
Name
Symbol
% Assets
Principal Government Money Market R-6
PGWXX
2.38%
SSE PLC
SSE
1.38%
National Grid PLC
NG.
1.38%
Iberdrola SA
IBE
1.21%
TC Energy Corp
TRP
1.16%
Enbridge Inc
ENB
1.04%
Transurban Group
TCL
1.00%
West Japan Railway Co
9021
0.99%
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