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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1015 | 1013 | 1087 | 1102 | 1139 | 1467 |
Fund Return | 1.52% | 1.28% | 8.69% | 3.28% | 2.64% | 3.91% |
Place in category | 35 | 38 | 44 | 30 | 40 | 21 |
% in Category | 51 | 36 | 53 | 49 | 64 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.28B | 3.95 | 11.91 | 12.12 | ||
Principal Equity Income Inst | 6.82B | 4.69 | 8.56 | 9.74 | ||
Principal Large Cap S&P 500 Index I | 6.05B | 1.41 | 12.37 | 12.78 | ||
Principal Preferred Securities Inst | 4.18B | 1.58 | 3.53 | 4.18 | ||
Principal Real Estate Securities In | 3.61B | 5.69 | 1.90 | 6.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cohen & Steers Preferred Sec & IncI | 6.12B | 1.74 | 3.21 | 4.55 | ||
Principal Preferred Securities Inst | 4.18B | 1.58 | 3.53 | 4.18 | ||
Nuveen Preferred Securities I | 3.74B | 2.14 | 3.65 | 4.74 | ||
Cohen & Steers Low Duration Pref & | 1.43B | 1.49 | 4.52 | - | ||
Principal Capital Securities S | 1.18B | 1.62 | 4.14 | 4.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo & Co. 3.9% | - | 1.95 | - | - | |
PNC Financial Services Group Inc. 6.25% | - | 1.90 | - | - | |
The Charles Schwab Corporation 4% | - | 1.83 | - | - | |
10 Year Treasury Note Future Mar 25 | - | 1.82 | - | - | |
Intesa Sanpaolo S.p.A. 7.7% | - | 1.70 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Buy |
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