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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1002 | 1093 | 1135 | 1401 | 1806 |
Fund Return | 2.91% | 0.18% | 9.29% | 4.31% | 6.97% | 6.09% |
Place in category | 56 | 130 | 116 | 55 | 43 | 27 |
% in Category | 26 | 72 | 72 | 42 | 35 | 37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.58B | 2.96 | 4.85 | 6.61 | ||
Principal LifeTime 2040 Institution | 3.25B | 3.16 | 6.52 | 7.69 | ||
Principal Short-Term Income Inst | 2.82B | 1.30 | 3.21 | 2.23 | ||
Principal LifeTime 2050 Institution | 2.53B | 3.31 | 7.66 | 8.36 | ||
Principal Bond Market Index Instl | 2.52B | 2.77 | -0.58 | 1.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retirement 2025 Fun | 75.09B | 2.46 | 4.69 | 6.28 | ||
The Vanguard Target Retire 2025 Tr1 | 73.39B | 2.46 | 4.73 | 6.37 | ||
The Vanguard Target Retire 2025 Tr2 | 73.39B | 2.45 | 4.72 | 6.36 | ||
Vanguard Target Retire Trust Plus25 | 73.39B | 2.46 | 4.75 | 6.38 | ||
American Funds 2025 Trgt Date RetR6 | 22B | 3.42 | 5.07 | 6.76 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 30.53 | - | - | |
Principal International Equity R-6 | - | 11.55 | - | - | |
Principal Short-Term Income Inst | - | 8.76 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 6.26 | - | - | |
Principal Blue Chip R6 | - | 6.17 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | BUY | Strong Sell | Sell |
Summary | Neutral | Strong Sell | Strong Sell |
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