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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1067 | 1061 | 1177 | 1558 | 1684 | 3276 |
| Fund Return | 6.68% | 6.11% | 17.68% | 15.93% | 10.99% | 12.6% |
| Place in category | 80 | 147 | 69 | 64 | 124 | 51 |
| % in Category | 45 | 72 | 45 | 45 | 76 | 34 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Principal MidCap Institutional | 11.76B | -3.76 | 11.96 | 12.71 | ||
| Principal Large Cap S&P 500 Index I | 9.16B | 0.65 | 21.60 | 15.30 | ||
| Principal Equity Income Inst | 6.13B | 6.62 | 15.89 | 12.55 | ||
| Principal Real Estate Securities In | 3.48B | 9.27 | 7.71 | 7.31 | ||
| Principal Preferred Securities Inst | 3.49B | 1.41 | 7.27 | 4.88 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 96.64B | 2.85 | 19.20 | 13.96 | ||
| Dodge & Cox Stock | 70.02B | 3.86 | 15.47 | 14.11 | ||
| Vanguard Equity-Income Adm | 60.47B | 6.26 | 16.09 | 12.75 | ||
| Vanguard Windsor II Admiral | 53.74B | 4.58 | 18.47 | 13.93 | ||
| American Funds Washington Mutual R6 | 46.8B | 2.91 | 19.56 | 14.30 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Alphabet Inc Class A | - | 4.11 | - | - | |
| JPMorgan Chase & Co | - | 3.31 | - | - | |
| Costco Wholesale Corp | - | 2.92 | - | - | |
| Morgan Stanley | - | 2.69 | - | - | |
| D.R. Horton Inc | - | 2.62 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Strong Sell | Sell | Buy |
| Technical Indicators | Strong Sell | Strong Sell | BUY |
| Summary | Strong Sell | Strong Sell | Buy |
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