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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 977 | 1082 | 1012 | 1330 | 1335 |
Fund Return | 2.6% | -2.3% | 8.21% | 0.39% | 5.87% | 2.93% |
Place in category | 265 | 330 | 268 | 323 | 215 | 223 |
% in Category | 68 | 91 | 69 | 94 | 63 | 90 |
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 Capital Income Bldr | 62.77B | 5.63 | 6.52 | 5.81 | ||
First Eagle Global I | 38.03B | 5.93 | 8.36 | 7.47 | ||
American Funds Capital Income Bld | 18.36B | 5.69 | 6.86 | 6.14 | ||
First Eagle Global A | 15.12B | 5.88 | 8.10 | 7.19 | ||
American Funds Global Balanced R6 | 14.68B | 3.71 | 4.59 | 5.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dracay Wellington | - | 10.48 | - | - | |
Global X US Infrastructure Dev ETF | - | 4.48 | - | - | |
Dracay Corecommodity - 30 | - | 4.09 | - | - | |
Dracay Paa Tactical | - | 2.56 | - | - | |
iShares Global Infrastructure | US4642883726 | 2.50 | 54.47 | +0.15% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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