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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1197 | 1001 | 1197 | 1151 | 1697 | 3126 |
Fund Return | 19.68% | 0.13% | 19.68% | 4.81% | 11.16% | 12.07% |
Place in category | 158 | 372 | 158 | 26 | 77 | 33 |
% in Category | 29 | 71 | 29 | 6 | 22 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.12B | 19.98 | 5.08 | 12.38 | ||
Principal Equity Income Inst | 7.37B | 15.46 | 4.71 | 9.43 | ||
Principal Large Cap S&P 500 Index I | 6.38B | 24.83 | 8.76 | 12.91 | ||
Principal Preferred Securities Inst | 4.21B | 9.81 | 1.46 | 4.27 | ||
Principal Real Estate Securities In | 3.59B | 5.45 | -3.67 | 6.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.12B | 19.98 | 5.08 | 12.38 | ||
T. Rowe Price Mid-Cap Growth I | 13.07B | 9.54 | 0.73 | - | ||
Vanguard Mid-Cap Growth Index Admir | 12.51B | 16.41 | 0.66 | 10.40 | ||
T. Rowe Price Mid-Cap Growth | 11.9B | 9.40 | 0.60 | 10.24 | ||
T. Rowe Price New Horizons I | 9.95B | 3.99 | -7.28 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Brookfield | CA11271J1075 | 5.27 | 62.05 | +2.63% | |
KKR & Co | US48251W1045 | 5.20 | 166.87 | +0.34% | |
Copart | US2172041061 | 4.88 | 58.56 | +2.16% | |
Heico A | US4228062083 | 4.70 | 189.22 | +1.67% | |
Hilton Worldwide | US43300A2033 | 4.49 | 256.79 | +1.13% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Neutral | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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