Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1037 | 1033 | 1126 | 1127 | 1497 | 2381 |
Fund Return | 3.67% | 3.29% | 12.56% | 4.05% | 8.41% | 9.06% |
Place in category | 859 | 890 | 791 | 956 | 718 | 251 |
% in Category | 66 | 68 | 65 | 85 | 69 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 11.96B | 3.94 | 4.54 | 12.12 | ||
Principal Large Cap S&P 500 Index I | 5.14B | 6.01 | 7.87 | 12.21 | ||
Principal Preferred Securities Inst | 4.29B | 2.81 | -0.20 | 3.99 | ||
Principal Large Cap Value III Inst | 3.33B | 4.61 | 5.62 | 8.97 | ||
Principal Real Estate Securities In | 3.4B | -9.19 | -2.29 | 6.21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 49.84B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 46.48B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 38.98B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.28 | 202.63 | +1.66% | |
Parker-Hannifin | US7010941042 | 3.06 | 531.52 | +1.35% | |
KKR & Co | US48251W1045 | 2.85 | 102.88 | -0.92% | |
Morgan Stanley | US6174464486 | 2.65 | 97.84 | +0.63% | |
Merck&Co | US58933Y1055 | 2.60 | 125.54 | +0.81% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review