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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1033 | 1035 | 1149 | 1169 | 1489 | 2152 |
Fund Return | 3.27% | 3.5% | 14.93% | 5.33% | 8.29% | 7.96% |
Place in category | 35 | 54 | 152 | 126 | 117 | 73 |
% in Category | 13 | 26 | 75 | 67 | 70 | 74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.72B | 2.60 | 3.84 | 6.97 | ||
Principal LifeTime 2040 Institution | 3.4B | 3.22 | 5.50 | 8.17 | ||
Principal Short-Term Income Inst | 2.78B | 0.50 | 2.74 | 2.14 | ||
Principal LifeTime 2050 Institution | 2.66B | 3.78 | 6.70 | 8.92 | ||
Principal Bond Market Index Instl | 2.32B | 0.60 | -1.66 | 0.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2040 Tr1 | 109.35B | 2.51 | 5.88 | 8.58 | ||
The Vanguard Target Retire 2040 Tr2 | 109.35B | 2.51 | 5.87 | 8.57 | ||
Vanguard Target Retire Trust Plus40 | 109.35B | 2.50 | 5.89 | 8.60 | ||
Vanguard Target Retirement 2040 Inv | 93.99B | 2.50 | 5.86 | 8.51 | ||
American Funds 2040 Trgt Date RetR6 | 34.29B | 3.55 | 7.42 | 9.83 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Diversified International R6 | - | 18.26 | - | - | |
Principal Core Fixed Income R6 | - | 17.06 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 10.42 | - | - | |
Principal LargeCap Growth I R6 | - | 10.31 | - | - | |
Principal Blue Chip R6 | - | 10.29 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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