
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 1016 | 1078 | 1051 | 1159 | 1454 |
Fund Return | 1.44% | 1.57% | 7.82% | 1.68% | 3% | 3.81% |
Place in category | 36 | 30 | 31 | 63 | 49 | 18 |
% in Category | 24 | 22 | 18 | 48 | 38 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.74B | 5.25 | 10.95 | 13.21 | ||
Principal Equity Income Inst | 7.18B | 5.07 | 7.37 | 10.29 | ||
Principal Large Cap S&P 500 Index I | 6.35B | 2.79 | 11.73 | 13.56 | ||
Principal Preferred Securities Inst | 4.23B | 0.84 | 2.32 | 4.19 | ||
Principal Large Cap Value III Inst | 3.61B | 3.84 | 8.17 | 9.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard LifeStrategy Income Inv | 3.93B | 1.00 | 0.69 | 3.11 | ||
Fidelity Asset Manager 20% | 3.03B | 1.18 | 1.82 | 3.50 | ||
PIMCO Inflation Response MultiAsst | 1.65B | 2.33 | 3.32 | 4.52 | ||
Great-West Conservative Profile II | 1.19B | 1.35 | 2.04 | 3.83 | ||
Pacific Select Optimization Conserv | 966.95M | 1.52 | 1.47 | 3.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 34.83 | - | - | |
Principal Bond Market Index Instl | - | 12.52 | - | - | |
Principal US Mega-Cap ETF | - | 6.90 | - | - | |
Principal Inflation Protection Inst | - | 6.00 | - | - | |
Principal Finisterre EmMkts TR Bd Instl | - | 5.68 | - | - |
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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