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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1007 | 1010 | 1083 | 1062 | 1114 | 1467 |
Fund Return | 0.7% | 0.96% | 8.35% | 2.02% | 2.19% | 3.91% |
Place in category | 36 | 36 | 47 | 31 | 35 | 21 |
% in Category | 46 | 33 | 54 | 49 | 53 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.01B | 5.25 | 10.95 | 13.21 | ||
Principal Equity Income Inst | 7.32B | 5.07 | 7.37 | 10.29 | ||
Principal Large Cap S&P 500 Index I | 6.48B | 2.79 | 11.73 | 13.56 | ||
Principal Preferred Securities Inst | 4.23B | 0.84 | 2.32 | 4.19 | ||
Principal Large Cap Value III Inst | 3.65B | 3.84 | 8.17 | 9.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cohen & Steers Preferred Sec & IncI | 6.08B | 0.78 | 1.89 | 4.56 | ||
Principal Preferred Securities Inst | 4.23B | 0.84 | 2.32 | 4.19 | ||
Nuveen Preferred Securities I | 3.71B | 0.94 | 2.43 | 4.75 | ||
Cohen & Steers Low Duration Pref & | 1.37B | 0.74 | 3.78 | - | ||
Principal Capital Securities S | 1.18B | 0.87 | 2.92 | 4.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co. 3.65% | - | 2.02 | - | - | |
Wells Fargo & Co. 3.9% | - | 1.90 | - | - | |
PNC Financial Services Group Inc. 6.25% | - | 1.88 | - | - | |
10 Year Treasury Note Future Mar 25 | - | 1.79 | - | - | |
The Charles Schwab Corporation 4% | - | 1.79 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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