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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1113 | 1019 | 1249 | 1086 | 1397 | 1850 |
Fund Return | 11.31% | 1.91% | 24.93% | 2.8% | 6.92% | 6.35% |
Place in category | 255 | 298 | 206 | 369 | 381 | 266 |
% in Category | 33 | 40 | 27 | 54 | 58 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.13B | 18.77 | 5.53 | 12.65 | ||
Principal Equity Income Inst | 7.75B | 16.28 | 6.02 | 9.73 | ||
Principal Large Cap S&P 500 Index I | 6.32B | 20.82 | 8.89 | 12.81 | ||
Principal Preferred Securities Inst | 4.39B | 9.49 | 1.29 | 4.30 | ||
Principal Real Estate Securities In | 3.91B | 9.90 | -0.07 | 7.08 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 111.7B | 13.30 | 5.24 | 8.16 | ||
Vanguard Wellington Admiral | 98.64B | 12.38 | 4.27 | 8.38 | ||
American Funds American Balanced R6 | 56.13B | 13.59 | 5.57 | 8.49 | ||
Vanguard Balanced Index Adm | 46.01B | 12.51 | 3.69 | 8.16 | ||
Fidelity Balanced | 42.26B | 13.91 | 4.81 | 9.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 16.44 | - | - | |
Principal US Mega-Cap ETF | - | 11.68 | - | - | |
Principal Capital Appreciation Inst | - | 9.32 | - | - | |
Principal Blue Chip R6 | - | 7.70 | - | - | |
Principal Equity Income Inst | - | 7.35 | - | - |
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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