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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1111 | 1016 | 1266 | 1081 | 1500 | 2066 |
Fund Return | 11.12% | 1.58% | 26.56% | 2.63% | 8.45% | 7.52% |
Place in category | 176 | 110 | 151 | 157 | 123 | 75 |
% in Category | 85 | 53 | 71 | 82 | 74 | 74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.91B | 8.90 | 1.70 | 6.67 | ||
Principal LifeTime 2040 Institution | 3.51B | 11.17 | 2.80 | 7.73 | ||
Principal Short-Term Income Inst | 2.81B | 4.43 | 2.04 | 2.09 | ||
Principal LifeTime 2050 Institution | 2.76B | 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% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2040 Tr1 | 104.96B | 12.04 | 3.62 | 8.14 | ||
The Vanguard Target Retire 2040 Tr2 | 104.96B | 12.03 | 3.61 | 8.13 | ||
Vanguard Target Retire Trust Plus40 | 104.96B | 12.05 | 3.63 | 8.15 | ||
Vanguard Target Retirement 2040 Inv | 91.1B | 12.06 | 3.59 | 8.06 | ||
American Funds 2040 Trgt Date RetR6 | 32.97B | 13.83 | 4.22 | 9.29 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Diversified International R6 | - | 18.67 | - | - | |
Principal Core Fixed Income R6 | - | 16.16 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 9.83 | - | - | |
Principal Blue Chip R6 | - | 9.67 | - | - | |
Principal LargeCap Growth I R6 | - | 9.59 | - | - |
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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