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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 978 | 1171 | 1280 | 1783 | 2533 |
Fund Return | 4.69% | -2.16% | 17.13% | 8.56% | 12.26% | 9.74% |
Place in category | 602 | 814 | 285 | 602 | 704 | 204 |
% in Category | 48 | 66 | 28 | 57 | 70 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 13.25B | 3.95 | 11.91 | 12.12 | ||
Principal Large Cap S&P 500 Index I | 5.43B | 1.41 | 12.37 | 12.78 | ||
Principal Preferred Securities Inst | 3.86B | 1.58 | 3.53 | 4.18 | ||
Principal Real Estate Securities In | 3.34B | 5.69 | 1.90 | 6.41 | ||
Principal Large Cap Value III Inst | 3.14B | 3.58 | 8.46 | 9.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 66.61B | 7.01 | 10.31 | 11.55 | ||
Vanguard Equity-Income Adm | 52.53B | 5.13 | 9.82 | 10.45 | ||
Vanguard Windsor II Admiral | 46.59B | 3.32 | 9.35 | 10.61 | ||
American Funds American Mutual A | 37.14B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 37.77B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Morgan Stanley | US6174464486 | 3.02 | 99.08 | -1.22% | |
JPMorgan | US46625H1005 | 3.02 | 215.54 | -0.61% | |
Costco | US22160K1051 | 3.00 | 913.43 | +0.52% | |
Parker-Hannifin | US7010941042 | 2.67 | 520.75 | -0.90% | |
PNC Financial | US6934751057 | 2.58 | 146.91 | -1.90% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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