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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1096 | 1019 | 1144 | 1055 | 1251 | 1602 |
| Fund Return | 9.59% | 1.89% | 14.42% | 1.81% | 4.59% | 4.82% |
| Place in category | - | - | - | - | - | - |
| % in Category | - | - | - | - | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Principal MidCap Institutional | 10.91B | -1.89 | 9.20 | 11.23 | ||
| Principal Large Cap S&P 500 Index I | 6.14B | 13.07 | 20.88 | 15.18 | ||
| Principal Equity Income Inst | 6.08B | 13.75 | 17.50 | 11.76 | ||
| Principal Capital Appreciation Inst | 5.22B | 11.09 | 19.72 | 15.07 | ||
| Principal Real Estate Securities In | 3.7B | 14.09 | 9.73 | 6.12 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Wellesley Income Admiral | 39.64B | 4.12 | 8.67 | 5.74 | ||
| Vanguard Tax-Managed Balanced Adm | 12.33B | 6.09 | 11.74 | 8.43 | ||
| Vanguard Wellesley Income Inv | 7.22B | 4.07 | 8.60 | 5.66 | ||
| American Funds Income Portfolio A | 6.78B | 6.58 | 12.00 | 7.16 | ||
| American Funds Tx-Advtg Inc A | 5.02B | 7.25 | 12.44 | 7.65 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Principal VC Bond Market Index 1 | - | 65.23 | - | - | |
| Principal VC LargeCap S&P 500 Idx 1 | - | 24.71 | - | - | |
| Principal International Equity Index R6 | - | 3.97 | - | - | |
| Principal MidCap S&P 400 Index R6 | - | 2.99 | - | - | |
| Principal SmallCap S&P 600 Index R6 | - | 2.99 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Sell | Strong Sell | Strong Sell |
| Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
| Summary | Strong Sell | Strong Sell | Strong Sell |
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