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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1124 | 991 | 1124 | 1090 | 1372 | 1882 |
Fund Return | 12.45% | -0.86% | 12.45% | 2.91% | 6.52% | 6.53% |
Place in category | 231 | 280 | 231 | 302 | 327 | 242 |
% in Category | 33 | 44 | 33 | 45 | 52 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.15B | 19.98 | 5.08 | 12.38 | ||
Principal Equity Income Inst | 7.43B | 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 | 4.22B | 9.81 | 1.46 | 4.27 | ||
Principal Real Estate Securities In | 3.63B | 5.45 | -3.67 | 6.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 112.6B | 14.95 | 4.82 | 8.14 | ||
Vanguard Wellington Admiral | 98.78B | 14.86 | 4.06 | 8.44 | ||
American Funds American Balanced R6 | 56.46B | 15.30 | 5.15 | 8.47 | ||
Vanguard Balanced Index Adm | 46.17B | 14.59 | 3.84 | 8.17 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 16.27 | - | - | |
Principal US Mega-Cap ETF | - | 11.51 | - | - | |
Principal Capital Appreciation Inst | - | 9.48 | - | - | |
Principal Equity Income Inst | - | 7.24 | - | - | |
Principal Large Cap Value III Inst | - | 5.58 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Neutral | Neutral | Buy |
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