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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1116 | 1056 | 1182 | 1095 | 1446 | 1871 |
Fund Return | 11.59% | 5.6% | 18.23% | 3.08% | 7.65% | 6.46% |
Place in category | 231 | 314 | 211 | 365 | 345 | 245 |
% in Category | 29 | 39 | 25 | 54 | 53 | 49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 13.84B | 16.92 | 6.22 | 12.50 | ||
Principal Equity Income Inst | 7.63B | 15.86 | 6.27 | 9.75 | ||
Principal Large Cap S&P 500 Index I | 6.02B | 19.40 | 9.18 | 12.79 | ||
Principal Preferred Securities Inst | 4.5B | 8.16 | 0.76 | 4.19 | ||
Principal Real Estate Securities In | 3.97B | 10.79 | 0.63 | 7.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 110.78B | 12.61 | 5.18 | 8.14 | ||
Vanguard Wellington Admiral | 99.55B | 12.37 | 4.53 | 8.39 | ||
American Funds American Balanced R6 | 55.37B | 12.84 | 5.51 | 8.47 | ||
Vanguard Balanced Index Adm | 46.21B | 12.12 | 3.85 | 8.18 | ||
Fidelity Balanced K | 42.26B | 13.47 | 5.34 | 9.65 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 15.40 | - | - | |
Principal US Mega-Cap ETF | - | 11.31 | - | - | |
Principal Capital Appreciation Inst | - | 9.26 | - | - | |
Principal Blue Chip R6 | - | 7.70 | - | - | |
Principal Equity Income Inst | - | 7.26 | - | - |
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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