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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1066 | 982 | 1066 | 1009 | 1150 | 1438 |
Fund Return | 6.56% | -1.83% | 6.56% | 0.31% | 2.83% | 3.7% |
Place in category | 32 | 67 | 32 | 69 | 56 | 22 |
% in Category | 20 | 48 | 20 | 52 | 41 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.79B | 19.98 | 5.08 | 12.38 | ||
Principal Equity Income Inst | 7.31B | 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 Real Estate Securities In | 3.62B | 5.45 | -3.67 | 6.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard LifeStrategy Income Inv | 3.91B | 4.66 | -0.46 | 3.15 | ||
Fidelity Asset Manager 20% | 3.04B | 5.34 | 0.71 | 3.44 | ||
PIMCO Inflation Response MultiAsst | 1.63B | 5.49 | 2.15 | 4.63 | ||
Great-West Conservative Profile II | 1.17B | 5.09 | 0.81 | 3.71 | ||
Pacific Select Optimization Conserv | 975.54M | 6.38 | 0.10 | 3.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 34.49 | - | - | |
Principal Bond Market Index Instl | - | 11.91 | - | - | |
Principal US Mega-Cap ETF | - | 7.11 | - | - | |
Principal Inflation Protection Inst | - | 5.90 | - | - | |
Principal Finisterre EmMkts TR Bd Instl | - | 5.54 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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