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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1294 | 1107 | 1365 | 1320 | 1873 | 3445 |
| Fund Return | 29.4% | 10.7% | 36.49% | 9.7% | 13.37% | 13.17% |
| Place in category | - | - | - | - | - | - |
| % in Category | - | - | - | - | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Principal MidCap Institutional | 11.04B | -4.46 | 7.90 | 10.89 | ||
| Principal Large Cap S&P 500 Index I | 6.15B | 10.07 | 19.16 | 14.89 | ||
| Principal Equity Income Inst | 6.11B | 12.67 | 15.64 | 11.75 | ||
| Principal Real Estate Securities In | 3.73B | 16.38 | 9.30 | 5.97 | ||
| Principal Preferred Securities Inst | 3.47B | 1.08 | 7.71 | 4.21 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Mid-Cap Growth Index Admir | 14.34B | 6.23 | 12.38 | 11.48 | ||
| Principal MidCap Institutional | 11.04B | -4.46 | 7.90 | 10.89 | ||
| Bridge Builder Small/Mid Cap Growth | 10.87B | 6.57 | 10.74 | 10.82 | ||
| T. Rowe Price Mid-Cap Growth I | 9.54B | 2.49 | 6.20 | 9.62 | ||
| Janus Enterprise I | 8.75B | 7.62 | 10.74 | 12.40 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| KKR & Co | US48251W1045 | 4.94 | 108.68 | -0.59% | |
| Brookfield | CA11271J1075 | 4.93 | 41.33 | -0.24% | |
| Heico A | US4228062083 | 4.69 | 250.06 | -0.38% | |
| Hilton Worldwide | US43300A2033 | 4.55 | 321.85 | -1.18% | |
| Transdigm | US8936411003 | 4.38 | 1,185.97 | -0.04% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Neutral |
| Technical Indicators | Sell | Strong Buy | Sell |
| Summary | Neutral | Strong Buy | Neutral |
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