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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1145 | 989 | 1145 | 1196 | 1535 | 2371 |
Fund Return | 14.5% | -1.15% | 14.5% | 6.15% | 8.94% | 9.02% |
Place in category | 575 | 419 | 575 | 580 | 597 | 293 |
% in Category | 49 | 37 | 49 | 54 | 57 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.07B | 19.98 | 5.08 | 12.38 | ||
Principal Equity Income Inst | 7.38B | 15.46 | 4.71 | 9.43 | ||
Principal Large Cap S&P 500 Index I | 6.39B | 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% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 14.51 | 7.67 | 10.85 | ||
Vanguard Equity-Income Adm | 52.23B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 48.17B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 41.93B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Invesco S&P 500 Pure Value | US46137V2584 | 2.82 | 92.99 | -1.18% | |
Principal Government Money Market R-6 | - | 2.53 | - | - | |
Bank of America | US0605051046 | 2.41 | 46.30 | -0.90% | |
UnitedHealth | US91324P1021 | 2.34 | 542.49 | -0.56% | |
Exxon Mobil | US30231G1022 | 2.01 | 106.83 | -2.50% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Neutral | Neutral | Buy |
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