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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1039 | 964 | 1167 | 1402 | 1860 | 3139 |
Fund Return | 3.95% | -3.63% | 16.68% | 11.91% | 13.21% | 12.12% |
Place in category | 11 | 21 | 29 | 15 | 39 | 20 |
% in Category | 2 | 6 | 7 | 3 | 12 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal Equity Income Inst | 6.82B | 4.69 | 8.56 | 9.74 | ||
Principal Large Cap S&P 500 Index I | 6.05B | 1.41 | 12.37 | 12.78 | ||
Principal Preferred Securities Inst | 4.18B | 1.58 | 3.53 | 4.18 | ||
Principal Real Estate Securities In | 3.61B | 5.69 | 1.90 | 6.41 | ||
Principal Large Cap Value III Inst | 3.49B | 3.58 | 8.46 | 9.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid-Cap Growth Index Admir | 12.89B | 2.32 | 6.64 | 10.11 | ||
T. Rowe Price Mid-Cap Growth I | 11.72B | -1.57 | 4.66 | - | ||
T. Rowe Price Mid-Cap Growth | 10.77B | -1.59 | 4.52 | 9.48 | ||
T. Rowe Price New Horizons I | 8.43B | -2.44 | -2.12 | - | ||
Bridge Builder Small/Mid Cap Growth | 8.83B | -2.05 | 3.32 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Brookfield | CA11271J1075 | 5.11 | 55.41 | +0.11% | |
KKR & Co | US48251W1045 | 5.06 | 122.16 | +0.15% | |
Transdigm | US8936411003 | 4.92 | 1,384.50 | +0.30% | |
Copart | US2172041061 | 4.56 | 55.33 | +0.49% | |
Hilton Worldwide | US43300A2033 | 4.56 | 234.13 | +0.67% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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