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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 997 | 1118 | 1196 | 1482 | 1886 |
Fund Return | 2.68% | -0.27% | 11.79% | 6.16% | 8.18% | 6.55% |
Place in category | 238 | 301 | 238 | 213 | 317 | 230 |
% in Category | 31 | 39 | 30 | 32 | 50 | 46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.12B | 3.95 | 11.91 | 12.12 | ||
Principal Equity Income Inst | 6.86B | 4.69 | 8.56 | 9.74 | ||
Principal Large Cap S&P 500 Index I | 5.97B | 1.41 | 12.37 | 12.78 | ||
Principal Preferred Securities Inst | 4.2B | 1.58 | 3.53 | 4.18 | ||
Principal Real Estate Securities In | 3.66B | 5.69 | 1.90 | 6.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 108.36B | 2.65 | 7.48 | 8.19 | ||
Vanguard Wellington Admiral | 99.51B | 2.03 | 7.26 | 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 | 1.39 | 7.72 | 9.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 15.77 | - | - | |
Principal US Mega-Cap ETF | - | 11.52 | - | - | |
Principal Capital Appreciation Inst | - | 9.25 | - | - | |
Principal Equity Income Inst | - | 7.32 | - | - | |
Principal Large Cap Value III Inst | - | 5.58 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Neutral |
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