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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1011 | 984 | 1139 | 1394 | 2046 | 4039 |
Fund Return | 1.07% | -1.57% | 13.9% | 11.7% | 15.4% | 14.98% |
Place in category | 180 | 538 | 760 | 577 | 613 | 110 |
% in Category | 19 | 49 | 73 | 59 | 66 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.38B | 3.95 | 11.91 | 12.12 | ||
Principal Equity Income Inst | 6.75B | 4.69 | 8.56 | 9.74 | ||
Principal Large Cap S&P 500 Index I | 5.96B | 1.41 | 12.37 | 12.78 | ||
Principal Preferred Securities Inst | 4.16B | 1.58 | 3.53 | 4.18 | ||
Principal Real Estate Securities In | 3.63B | 5.69 | 1.90 | 6.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 139.74B | 1.21 | 12.52 | 13.33 | ||
Fidelity Contrafund K | 128.94B | 3.55 | 17.32 | 15.27 | ||
Fidelity Contrafund | 128.94B | 3.52 | 17.24 | 15.17 | ||
Vanguard Growth Index Adm | 88.07B | -1.14 | 14.18 | 15.08 | ||
JPMorgan Large Cap Growth R6 | 62.14B | -0.18 | 15.79 | 17.17 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 11.00 | 378.80 | -3.02% | |
Amazon.com | US0231351067 | 9.16 | 192.72 | -4.29% | |
Transdigm | US8936411003 | 5.27 | 1,377.20 | -0.51% | |
Alphabet C | US02079K1079 | 5.24 | 156.06 | -4.89% | |
Brookfield | CA11271J1075 | 5.00 | 51.85 | -4.23% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Neutral | Strong Sell | Strong Buy |
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