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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1019 | 988 | 1075 | 1020 | 1255 | 1347 |
Fund Return | 1.89% | -1.22% | 7.55% | 0.66% | 4.65% | 3.02% |
Place in category | 310 | 336 | 296 | 306 | 220 | 223 |
% in Category | 83 | 96 | 81 | 88 | 64 | 89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.05B | 5.25 | 10.95 | 13.21 | ||
Principal Equity Income Inst | 7.35B | 5.07 | 7.37 | 10.29 | ||
Principal Large Cap S&P 500 Index I | 6.5B | 2.79 | 11.73 | 13.56 | ||
Principal Preferred Securities Inst | 4.23B | 0.84 | 2.32 | 4.19 | ||
Principal Large Cap Value III Inst | 3.67B | 3.84 | 8.17 | 9.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Capital Income Bldr | 63.71B | 2.94 | 4.97 | 5.81 | ||
First Eagle Global I | 37.83B | 4.64 | 7.66 | 7.70 | ||
American Funds Capital Income Bld | 18.55B | 2.97 | 5.31 | 6.15 | ||
First Eagle Global A | 15.23B | 4.61 | 7.40 | 7.42 | ||
American Funds Global Balanced R6 | 14.92B | 3.05 | 3.56 | 5.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dracay Wellington | - | 10.26 | - | - | |
Dracay Corecommodity - 30 | - | 4.03 | - | - | |
Global X US Infrastructure Dev ETF | - | 3.29 | - | - | |
iShares Global Infrastructure | US4642883726 | 2.52 | 54.29 | -0.26% | |
Dracay Paa Tactical | - | 2.16 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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