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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1063 | 1249 | 1366 | 1752 | 3459 |
Fund Return | 5.25% | 6.32% | 24.88% | 10.95% | 11.87% | 13.21% |
Place in category | 279 | 384 | 189 | 36 | 93 | 22 |
% in Category | 50 | 70 | 37 | 9 | 25 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal Equity Income Inst | 7.26B | 5.07 | 7.37 | 10.29 | ||
Principal Large Cap S&P 500 Index I | 6.49B | 2.79 | 11.73 | 13.56 | ||
Principal Preferred Securities Inst | 4.23B | 0.84 | 2.32 | 4.19 | ||
Principal Large Cap Value III Inst | 3.66B | 3.84 | 8.17 | 9.88 | ||
Principal Real Estate Securities In | 3.68B | 0.85 | -1.01 | 5.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid-Cap Growth Index Admir | 13.4B | 6.63 | 7.65 | 11.28 | ||
T. Rowe Price Mid-Cap Growth I | 12.76B | 4.30 | 6.10 | - | ||
T. Rowe Price Mid-Cap Growth | 11.85B | 4.29 | 5.97 | 10.90 | ||
T. Rowe Price New Horizons I | 9.53B | 5.59 | -0.08 | - | ||
Bridge Builder Small/Mid Cap Growth | 9.14B | 4.40 | 5.30 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Brookfield | CA11271J1075 | 5.16 | 58.86 | -1.95% | |
KKR & Co | US48251W1045 | 4.95 | 132.22 | -1.73% | |
Transdigm | US8936411003 | 4.91 | 1,290.13 | -1.71% | |
Copart | US2172041061 | 4.74 | 56.59 | -2.80% | |
Hilton Worldwide | US43300A2033 | 4.70 | 259.49 | -3.11% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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