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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 1000 | 1080 | 1183 | 1324 | 1613 |
Fund Return | 2.69% | 0% | 8.03% | 5.76% | 5.77% | 4.9% |
Place in category | 54 | 66 | 32 | 44 | 26 | 27 |
% in Category | 55 | 49 | 32 | 36 | 47 | 37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.99B | 5.77 | 18.67 | 12.47 | ||
Principal Equity Income Inst | 7.1B | 5.65 | 12.42 | 10.06 | ||
Principal Large Cap S&P 500 Index I | 6.5B | 6.15 | 19.51 | 13.45 | ||
Principal Preferred Securities Inst | 3.71B | 3.65 | 7.18 | 4.41 | ||
Principal Real Estate Securities In | 3.56B | 2.67 | 4.72 | 7.08 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.09B | 5.63 | 6.62 | 5.88 | ||
Vanguard Tax-Managed Balanced Adm | 10.38B | 3.43 | 10.90 | 7.73 | ||
Vanguard Wellesley Income Inv | 8B | 5.58 | 6.55 | 5.81 | ||
American Funds Income Portfolio A | 6.08B | 7.99 | 9.70 | 6.49 | ||
Hartford Balanced Income A | 4.51B | 5.40 | 7.38 | 6.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 24.93 | - | - | |
Principal Bond Market Index Instl | - | 10.22 | - | - | |
Principal US Mega-Cap ETF | - | 7.95 | - | - | |
Principal VC Equity Income 1 | - | 6.55 | - | - | |
Principal High Yield R-6 | - | 5.53 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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