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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1218 | 1070 | 1276 | 1351 | 1661 | 2528 |
Fund Return | 21.83% | 7.03% | 27.64% | 10.55% | 10.68% | 9.72% |
Place in category | 559 | 303 | 601 | 560 | 637 | 292 |
% in Category | 50 | 25 | 53 | 53 | 63 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.21B | 29.43 | 9.74 | 13.27 | ||
Principal Equity Income Inst | 7.14B | 23.54 | 9.01 | 10.14 | ||
Principal Large Cap S&P 500 Index I | 6.21B | 27.90 | 11.24 | 13.15 | ||
Principal Preferred Securities Inst | 4.28B | 10.06 | 1.81 | 4.26 | ||
Principal Real Estate Securities In | 3.63B | 13.46 | 1.49 | 7.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 70.82B | 22.10 | 11.98 | 11.55 | ||
Vanguard Equity-Income Adm | 55.74B | 20.82 | 11.53 | 10.54 | ||
Vanguard Windsor II Admiral | 51B | 19.09 | 9.58 | 10.82 | ||
American Funds American Mutual A | 40.53B | 20.22 | 10.11 | 9.79 | ||
Vanguard Value Index Adm | 39.97B | 23.79 | 12.28 | 10.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Invesco S&P 500 Pure Value | US46137V2584 | 2.68 | 89.44 | -0.29% | |
UnitedHealth | US91324P1021 | 2.47 | 506.29 | +1.23% | |
Principal Government Money Market R-6 | - | 2.38 | - | - | |
Bank of America | US0605051046 | 2.24 | 43.78 | -0.89% | |
Exxon Mobil | US30231G1022 | 2.15 | 105.57 | -0.29% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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