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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1023 | 1167 | 1067 | 1418 | 1793 |
Fund Return | 5.62% | 2.28% | 16.71% | 2.2% | 7.24% | 6.01% |
Place in category | 250 | 417 | 189 | 372 | 383 | 261 |
% in Category | 33 | 53 | 26 | 57 | 59 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 12.13B | 7.52 | 5.60 | 12.19 | ||
Principal Equity Income Inst | 7.05B | 7.15 | 4.54 | 9.24 | ||
Principal Large Cap S&P 500 Index I | 5.37B | 11.24 | 9.38 | 12.49 | ||
Principal Preferred Securities Inst | 4.26B | 4.39 | 0.16 | 4.00 | ||
Principal Real Estate Securities In | 3.42B | -3.54 | -0.67 | 6.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 106.23B | 5.79 | 4.12 | 7.77 | ||
Vanguard Wellington Admiral | 97.95B | 5.98 | 4.42 | 8.07 | ||
American Funds American Balanced R6 | 52.55B | 5.90 | 4.43 | 8.09 | ||
Vanguard Balanced Index Adm | 43.78B | 5.49 | 3.46 | 7.86 | ||
Fidelity Balanced K | 42.26B | 7.56 | 5.14 | 9.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 15.69 | - | - | |
Principal US Mega-Cap ETF | - | 11.37 | - | - | |
Principal Capital Appreciation Inst | - | 9.17 | - | - | |
Principal Blue Chip R-6 | - | 7.73 | - | - | |
Principal Equity Income Inst | - | 7.16 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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