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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1101 | 980 | 1101 | 1059 | 1399 | 2001 |
Fund Return | 10.15% | -1.99% | 10.15% | 1.94% | 6.94% | 7.19% |
Place in category | 164 | 101 | 164 | 146 | 87 | 54 |
% in Category | 80 | 52 | 80 | 79 | 55 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.72B | 9.05 | 1.47 | 6.64 | ||
Principal LifeTime 2040 Institution | 3.38B | 11.52 | 2.62 | 7.71 | ||
Principal Short-Term Income Inst | 2.79B | 5.11 | 2.32 | 2.15 | ||
Principal LifeTime 2050 Institution | 2.64B | 13.28 | 3.47 | 8.39 | ||
Principal Bond Market Index Instl | 2.32B | 0.60 | -1.66 | 0.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2035 Tr1 | 114.35B | 2.30 | 5.21 | 7.97 | ||
The Vanguard Target Retire 2035 Tr2 | 114.35B | 2.30 | 5.21 | 7.96 | ||
Vanguard Target Retire Trust Plus35 | 114.35B | 2.30 | 5.22 | 7.98 | ||
Vanguard Target Retirement 2035 Inv | 102.33B | 2.29 | 5.17 | 7.88 | ||
American Funds 2035 Trgt Date RetR6 | 36.29B | 3.15 | 6.20 | 9.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 28.10 | - | - | |
Principal Diversified International R6 | - | 15.41 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 8.78 | - | - | |
Principal LargeCap Growth I R6 | - | 8.71 | - | - | |
Principal Blue Chip R6 | - | 8.69 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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