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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1050 | 989 | 1050 | 1006 | 1106 | 1385 |
Fund Return | 5.05% | -1.08% | 5.05% | 0.22% | 2.04% | 3.31% |
Place in category | 250 | 219 | 250 | 241 | 173 | 83 |
% in Category | 67 | 61 | 67 | 75 | 58 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.79B | 19.98 | 5.08 | 12.38 | ||
Principal Equity Income Inst | 7.31B | 15.46 | 4.71 | 9.43 | ||
Principal Large Cap S&P 500 Index I | 6.42B | 24.83 | 8.76 | 12.91 | ||
Principal Preferred Securities Inst | 4.21B | 9.81 | 1.46 | 4.27 | ||
Principal Real Estate Securities In | 3.62B | 5.45 | -3.67 | 6.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal Global Div Inc Instl | 1.38B | 5.44 | 0.53 | 3.64 | ||
Nuveen NWQ Flexible Income I | 679.17M | 5.95 | -0.21 | 4.26 | ||
API Multi-Asset Income Institutiona | 193.94M | 5.75 | -0.04 | 3.09 | ||
Nuveen NWQ Flexible Income A | 173.47M | 7.62 | 0.94 | 4.08 | ||
Principal Global Div Inc C | 121.35M | 5.20 | 0.51 | 2.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Government Money Market R-6 | - | 3.58 | - | - | |
Ultra US Treasury Bond Future Mar 25 | - | 1.77 | - | - | |
Specialty Stl Holdco Inc 14.44343% | - | 1.50 | - | - | |
Real Alloy Cmn | - | 1.14 | - | - | |
Cliffwater Enhanced Lending I | - | 1.14 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Strong Sell |
Technical Indicators | BUY | Strong Sell | Sell |
Summary | Neutral | Strong Sell | Strong Sell |
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