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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1110 | 1110 | 1323 | 1299 | 1905 | 3306 |
Fund Return | 10.97% | 10.97% | 32.29% | 9.12% | 13.76% | 12.7% |
Place in category | 170 | 170 | 25 | 13 | 46 | 18 |
% in Category | 30 | 30 | 7 | 3 | 11 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal Equity Income Inst | 6.99B | 8.00 | 6.91 | 9.65 | ||
Principal Large Cap S&P 500 Index I | 4.89B | 10.52 | 11.29 | 12.76 | ||
Principal Preferred Securities Inst | 4.2B | 3.75 | 0.54 | 4.28 | ||
Principal Real Estate Securities In | 3.23B | -1.80 | 2.81 | 7.41 | ||
Principal Large Cap Value III Inst | 3.28B | 8.72 | 8.47 | 9.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Mid-Cap Growth I | 12.44B | 8.50 | 4.20 | - | ||
T. Rowe Price Mid-Cap Growth | 12.33B | 8.47 | 4.07 | 11.20 | ||
T. Rowe Price New Horizons I | 11.2B | 6.12 | -3.10 | - | ||
Vanguard Mid-Cap Growth Index Admir | 11.87B | 7.56 | 3.89 | 10.63 | ||
T. Rowe Price New Horizons | 9.54B | 6.08 | -3.22 | 12.00 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TransDigm Group Inc | - | 5.57 | - | - | |
Copart Inc | - | 5.42 | - | - | |
Brookfield Corp Registered Shs -A- Limited Vtg | - | 4.81 | - | - | |
O'Reilly Automotive Inc | - | 4.66 | - | - | |
KKR & Co Inc Ordinary Shares | - | 4.61 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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