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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1089 | 980 | 1089 | 1039 | 1340 | 1868 |
Fund Return | 8.93% | -2.02% | 8.93% | 1.29% | 6.04% | 6.45% |
Place in category | 143 | 107 | 143 | 142 | 68 | 54 |
% in Category | 74 | 55 | 74 | 77 | 47 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.71B | 9.05 | 1.47 | 6.64 | ||
Principal LifeTime 2040 Institution | 3.37B | 11.52 | 2.62 | 7.71 | ||
Principal Short-Term Income Inst | 2.78B | 5.11 | 2.32 | 2.15 | ||
Principal LifeTime 2050 Institution | 2.64B | 13.28 | 3.47 | 8.39 | ||
Principal Bond Market Index Instl | 2.31B | 1.16 | -2.53 | 1.13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2030 Tr1 | 105.27B | 10.65 | 2.49 | 7.01 | ||
The Vanguard Target Retire 2030 Tr2 | 105.27B | 10.63 | 2.48 | 6.99 | ||
Vanguard Target Retire Trust Plus30 | 105.27B | 10.67 | 2.50 | 7.02 | ||
Vanguard Target Retirement 2030 Inv | 96.77B | 10.64 | 2.44 | 6.92 | ||
American Funds 2030 Trgt Date RetR6 | 35.35B | 10.86 | 2.77 | 7.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 27.13 | - | - | |
Principal Diversified International R6 | - | 13.14 | - | - | |
Principal Blue Chip R6 | - | 7.40 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 7.38 | - | - | |
Principal LargeCap Growth I R6 | - | 7.33 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Neutral |
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