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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1114 | 1045 | 1106 | 1472 | 1824 | 2799 |
| Fund Return | 11.43% | 4.52% | 10.64% | 13.76% | 12.77% | 10.84% |
| Place in category | 85 | 92 | 80 | 54 | 135 | 38 |
| % in Category | 49 | 57 | 50 | 40 | 78 | 30 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Principal MidCap Institutional | 15.53B | 1.50 | 15.63 | 12.20 | ||
| Principal Large Cap S&P 500 Index I | 9.32B | 17.41 | 22.47 | 14.45 | ||
| Principal Equity Income Inst | 6.47B | 11.43 | 13.71 | 10.79 | ||
| Principal Preferred Securities Inst | 3.62B | 7.06 | 8.89 | 4.51 | ||
| Principal Real Estate Securities In | 3.56B | 1.84 | 6.75 | 6.11 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 95.55B | 14.85 | 17.95 | 12.81 | ||
| Dodge & Cox Stock | 68.4B | 10.20 | 14.55 | 12.09 | ||
| Vanguard Equity-Income Adm | 57.9B | 13.00 | 12.97 | 11.21 | ||
| Vanguard Windsor II Admiral | 52.02B | 14.51 | 16.95 | 11.99 | ||
| American Funds Washington Mutual R6 | 46.2B | 15.15 | 18.30 | 13.14 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Morgan Stanley | US6174464486 | 3.48 | 176.87 | +0.20% | |
| JPMorgan | US46625H1005 | 3.46 | 314.56 | -0.15% | |
| Alphabet A | US02079K3059 | 3.37 | 312.37 | -2.71% | |
| Bank of America | US0605051046 | 2.81 | 53.89 | -0.11% | |
| Trane Technologies | IE00BK9ZQ967 | 2.69 | 398.09 | -0.83% |
| 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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