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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 996 | 1116 | 1191 | 1470 | 1856 |
Fund Return | 2.67% | -0.36% | 11.6% | 5.99% | 8.01% | 6.38% |
Place in category | 251 | 332 | 267 | 249 | 341 | 259 |
% in Category | 32 | 43 | 33 | 37 | 53 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.38B | 3.95 | 11.91 | 12.12 | ||
Principal Equity Income Inst | 6.75B | 4.69 | 8.56 | 9.74 | ||
Principal Large Cap S&P 500 Index I | 5.96B | 1.41 | 12.37 | 12.78 | ||
Principal Preferred Securities Inst | 4.16B | 1.58 | 3.53 | 4.18 | ||
Principal Real Estate Securities In | 3.63B | 5.69 | 1.90 | 6.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 108.2B | 2.65 | 7.48 | 8.19 | ||
Vanguard Wellington Admiral | 99.51B | 2.04 | 7.27 | 8.46 | ||
American Funds American Balanced R6 | 54.19B | 2.71 | 7.83 | 8.52 | ||
Vanguard Balanced Index Adm | 46.71B | 1.75 | 6.77 | 8.12 | ||
Fidelity Balanced | 42.26B | 1.35 | 7.71 | 9.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 16.06 | - | - | |
Principal US Mega-Cap ETF | - | 10.95 | - | - | |
Principal Capital Appreciation Inst | - | 8.93 | - | - | |
Principal Equity Income Inst | - | 6.78 | - | - | |
Principal Bond Market Index Instl | - | 6.03 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | BUY | Strong Sell | Sell |
Summary | Neutral | Strong Sell | Neutral |
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