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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1024 | 1018 | 1120 | 1045 | 1333 | 1767 |
Fund Return | 2.35% | 1.75% | 11.99% | 1.47% | 5.92% | 5.86% |
Place in category | 245 | 300 | 210 | 384 | 377 | 266 |
% in Category | 34 | 40 | 30 | 58 | 58 | 55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 11.84B | 3.94 | 4.54 | 12.12 | ||
Principal Equity Income Inst | 6.98B | 3.67 | 4.05 | 9.06 | ||
Principal Large Cap S&P 500 Index I | 5.1B | 6.01 | 7.87 | 12.21 | ||
Principal Preferred Securities Inst | 4.28B | 2.81 | -0.20 | 3.99 | ||
Principal Large Cap Value III Inst | 3.28B | 4.61 | 5.62 | 8.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 103.26B | 2.71 | 3.71 | 7.63 | ||
Vanguard Wellington Admiral | 94.88B | 2.55 | 3.57 | 7.87 | ||
American Funds American Balanced R6 | 51.17B | 2.82 | 4.04 | 7.96 | ||
Vanguard Balanced Index Adm | 42.49B | 1.89 | 2.39 | 7.68 | ||
Fidelity Balanced K | 42.26B | 3.72 | 4.10 | 9.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 15.69 | - | - | |
Principal US Mega-Cap ETF | - | 11.37 | - | - | |
Principal Capital Appreciation Inst | - | 9.17 | - | - | |
Principal Blue Chip R-6 | - | 7.73 | - | - | |
Principal Equity Income Inst | - | 7.16 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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