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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1133 | 983 | 1133 | 1107 | 1519 | 2260 |
Fund Return | 13.32% | -1.71% | 13.32% | 3.45% | 8.71% | 8.5% |
Place in category | 151 | 98 | 151 | 132 | 86 | 42 |
% in Category | 80 | 54 | 80 | 71 | 57 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.72B | 9.05 | 1.47 | 6.64 | ||
Principal LifeTime 2040 Institution | 3.39B | 11.52 | 2.62 | 7.71 | ||
Principal Short-Term Income Inst | 2.79B | 5.11 | 2.32 | 2.15 | ||
Principal LifeTime 2050 Institution | 2.65B | 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 2055 Tr1 | 75.15B | 2.91 | 7.03 | 9.25 | ||
The Vanguard Target Retire 2055 Tr2 | 75.15B | 2.90 | 7.02 | 9.24 | ||
Vanguard Target Retire Trust Plus55 | 75.15B | 2.90 | 7.04 | 9.26 | ||
Vanguard Target Retirement 2055 Inv | 53.83B | 2.90 | 7.00 | 9.17 | ||
American Funds 2055 Trgt Date RetR6 | 18.95B | 3.78 | 7.82 | 10.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Diversified International R6 | - | 22.04 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 12.49 | - | - | |
Principal LargeCap Growth I R6 | - | 12.41 | - | - | |
Principal Blue Chip R6 | - | 12.37 | - | - | |
Principal Large Cap Value III Inst | - | 11.10 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Sell | Neutral | Strong Buy |
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