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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1096 | 998 | 1096 | 1036 | 1121 | 1480 |
Fund Return | 9.58% | -0.22% | 9.58% | 1.2% | 2.31% | 3.99% |
Place in category | 45 | 29 | 45 | 30 | 36 | 22 |
% in Category | 59 | 32 | 59 | 44 | 54 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.16B | 19.98 | 5.08 | 12.38 | ||
Principal Equity Income Inst | 7.12B | 15.46 | 4.71 | 9.43 | ||
Principal Large Cap S&P 500 Index I | 6.25B | 24.83 | 8.76 | 12.91 | ||
Principal Preferred Securities Inst | 4.25B | 9.81 | 1.46 | 4.27 | ||
Principal Real Estate Securities In | 3.57B | 5.45 | -3.67 | 6.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cohen & Steers Preferred Sec & IncI | 6.08B | 10.39 | 0.95 | 4.66 | ||
Principal Preferred Securities Inst | 4.25B | 9.81 | 1.46 | 4.27 | ||
Nuveen Preferred Securities I | 3.64B | 9.58 | 1.61 | 4.72 | ||
Cohen & Steers Low Duration Pref & | 1.37B | 8.85 | 3.11 | - | ||
Principal Capital Securities S | 1.19B | 12.15 | 2.02 | 4.97 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co. 3.65% | - | 1.98 | - | - | |
Wells Fargo & Co. 3.9% | - | 1.87 | - | - | |
PNC Financial Services Group Inc. 6.25% | - | 1.85 | - | - | |
The Charles Schwab Corporation 4% | - | 1.67 | - | - | |
Intesa Sanpaolo S.p.A. 7.7% | - | 1.62 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Neutral |
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