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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1082 | 1012 | 1201 | 1045 | 1357 | 1815 |
Fund Return | 8.16% | 1.21% | 20.13% | 1.49% | 6.3% | 6.14% |
Place in category | 113 | 83 | 101 | 84 | 43 | 28 |
% in Category | 64 | 45 | 55 | 50 | 31 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.9B | 8.90 | 1.70 | 6.67 | ||
Principal LifeTime 2040 Institution | 3.49B | 11.17 | 2.80 | 7.73 | ||
Principal Short-Term Income Inst | 2.85B | 4.43 | 2.04 | 2.09 | ||
Principal LifeTime 2050 Institution | 2.75B | 12.80 | 3.64 | 8.39 | ||
Principal Inflation Protection Inst | 2.19B | 2.87 | -1.73 | 1.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retirement 2025 Fun | 76.43B | 8.98 | 2.02 | 6.35 | ||
The Vanguard Target Retire 2025 Tr1 | 73.65B | 9.02 | 2.09 | 6.45 | ||
The Vanguard Target Retire 2025 Tr2 | 73.65B | 8.99 | 2.07 | 6.43 | ||
Vanguard Target Retire Trust Plus25 | 73.65B | 9.03 | 2.10 | 6.46 | ||
American Funds 2025 Trgt Date RetR6 | 22.83B | 9.35 | 2.70 | 6.71 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 30.22 | - | - | |
Principal Diversified International R6 | - | 11.55 | - | - | |
Principal Short-Term Income Inst | - | 8.79 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 6.14 | - | - | |
Principal Blue Chip R6 | - | 6.00 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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