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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1055 | 929 | 1055 | 894 | 1208 | 1825 |
Fund Return | 5.45% | -7.09% | 5.45% | -3.67% | 3.85% | 6.2% |
Place in category | 120 | 110 | 120 | 64 | 67 | 18 |
% in Category | 50 | 46 | 50 | 34 | 34 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.79B | 19.98 | 5.08 | 12.38 | ||
Principal Equity Income Inst | 7.28B | 15.46 | 4.71 | 9.43 | ||
Principal Large Cap S&P 500 Index I | 6.42B | 24.83 | 8.76 | 12.91 | ||
Principal Preferred Securities Inst | 4.21B | 9.81 | 1.46 | 4.27 | ||
Principal Large Cap Value III Inst | 3.66B | 14.50 | 6.15 | 9.02 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard REIT Index Adm | 20.3B | 4.92 | -4.69 | 5.06 | ||
Vanguard REIT Index I | 9.99B | 4.94 | -4.67 | 5.08 | ||
Vanguard Real Estate II Index Fund | 9.29B | 4.99 | -4.64 | - | ||
Cohen & Steers Instl Realty Shares | 7.71B | 6.24 | -3.40 | 6.70 | ||
DFA Real Estate Securities I | 7.04B | 5.52 | -4.16 | 5.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Tower | US03027X1000 | 8.88 | 185.29 | -2.44% | |
Equinix | US29444U7000 | 8.06 | 925.23 | -0.94% | |
Welltower | US95040Q1040 | 7.18 | 131.15 | -1.89% | |
Ventas | US92276F1003 | 5.69 | 58.36 | -3.20% | |
Prologis | US74340W1036 | 5.42 | 115.13 | -1.82% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Neutral |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Neutral |
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