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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 1020 | 1093 | 1085 | 1280 | 1716 |
Fund Return | 2.02% | 1.97% | 9.32% | 2.77% | 5.06% | 5.55% |
Place in category | 44 | 48 | 88 | 57 | 49 | 34 |
% in Category | 29 | 40 | 70 | 53 | 44 | 63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.72B | 2.60 | 3.84 | 6.97 | ||
Principal LifeTime 2040 Institution | 3.4B | 3.22 | 5.50 | 8.17 | ||
Principal Short-Term Income Inst | 2.78B | 0.50 | 2.74 | 2.14 | ||
Principal LifeTime 2050 Institution | 2.66B | 3.78 | 6.70 | 8.92 | ||
Principal Bond Market Index Instl | 2.33B | 0.60 | -1.66 | 0.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retirement 2020 Inv | 35.97B | 1.51 | 2.90 | 5.77 | ||
The Vanguard Target Retire 2020 Tr1 | 29.6B | 1.51 | 2.93 | 5.84 | ||
The Vanguard Target Retire 2020 Tr2 | 29.6B | 1.49 | 2.92 | 5.82 | ||
Vanguard Target Retire Trust Plus20 | 29.6B | 1.49 | 2.94 | 5.85 | ||
American Funds 2020 Trgt Date RetR6 | 10.2B | 2.38 | 3.99 | 6.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 32.58 | - | - | |
Principal Short-Term Income Inst | - | 13.55 | - | - | |
Principal Diversified International R6 | - | 9.71 | - | - | |
Principal High Yield R-6 | - | 6.08 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 5.73 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Strong Sell |
Technical Indicators | Strong Buy | Strong Sell | Strong Sell |
Summary | Buy | Strong Sell | Strong Sell |
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