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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 996 | 1112 | 1202 | 1581 | 2059 |
Fund Return | 3.2% | -0.38% | 11.17% | 6.34% | 9.6% | 7.49% |
Place in category | 18 | 111 | 151 | 121 | 119 | 69 |
% in Category | 13 | 59 | 81 | 65 | 73 | 72 |
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% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2040 Tr1 | 110.54B | 2.58 | 6.77 | 8.06 | ||
The Vanguard Target Retire 2040 Tr2 | 110.54B | 2.58 | 6.76 | 8.05 | ||
Vanguard Target Retire Trust Plus40 | 110.54B | 2.57 | 6.78 | 8.08 | ||
Vanguard Target Retirement 2040 Inv | 93.58B | 2.55 | 6.73 | 7.99 | ||
American Funds 2040 Trgt Date RetR6 | 31.48B | 2.82 | 8.04 | 9.29 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal International Equity R-6 | - | 18.75 | - | - | |
Principal Core Fixed Income R6 | - | 16.62 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 10.06 | - | - | |
Principal Blue Chip R6 | - | 9.91 | - | - | |
Principal LargeCap Growth I R6 | - | 9.79 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Sell |
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