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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 996 | 970 | 1093 | 1225 | 1487 | 1803 |
Fund Return | -0.37% | -2.96% | 9.25% | 7.01% | 8.25% | 6.07% |
Place in category | 140 | 156 | 175 | 186 | 266 | 218 |
% in Category | 34 | 37 | 35 | 39 | 61 | 66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.81B | -0.94 | 12.51 | 11.67 | ||
Principal Equity Income Inst | 7.05B | -2.37 | 7.32 | 9.01 | ||
Principal Large Cap S&P 500 Index I | 6.38B | -4.98 | 11.98 | 12.12 | ||
Principal Preferred Securities Inst | 3.82B | 0.68 | 4.48 | 3.98 | ||
Principal Real Estate Securities In | 3.65B | 2.63 | 0.24 | 6.58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 111.58B | -0.52 | 8.11 | 7.88 | ||
Vanguard Wellington Admiral | 94.12B | -1.53 | 8.15 | 8.06 | ||
American Funds American Balanced R6 | 56.42B | -0.42 | 8.45 | 8.21 | ||
Vanguard Balanced Index Adm | 44.28B | -1.88 | 7.76 | 7.77 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 16.51 | - | - | |
Principal US Mega-Cap ETF | - | 10.61 | - | - | |
Principal Capital Appreciation Inst | - | 8.81 | - | - | |
Principal Bond Market Index Instl | - | 6.39 | - | - | |
Principal Equity Income Inst | - | 6.20 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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