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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1006 | 1085 | 1083 | 1197 | 1452 |
Fund Return | 2.62% | 0.56% | 8.51% | 2.71% | 3.67% | 3.8% |
Place in category | 50 | 70 | 37 | 50 | 43 | 24 |
% in Category | 35 | 45 | 23 | 40 | 35 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.57B | 3.95 | 11.91 | 12.12 | ||
Principal Equity Income Inst | 6.88B | 4.69 | 8.56 | 9.74 | ||
Principal Large Cap S&P 500 Index I | 6.09B | 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% | |
---|---|---|---|---|---|---|
Vanguard LifeStrategy Income Inv | 3.95B | 2.26 | 1.62 | 3.20 | ||
Fidelity Asset Manager 20% | 3.03B | 2.02 | 2.47 | 3.49 | ||
PIMCO Inflation Response MultiAsst | 1.66B | 4.29 | 3.51 | 4.70 | ||
Great-West Conservative Profile II | 1.23B | 2.16 | 2.65 | 3.76 | ||
Pacific Select Optimization Conserv | 952.12M | 2.38 | 2.32 | 3.17 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 34.65 | - | - | |
Principal Bond Market Index Instl | - | 12.77 | - | - | |
Principal US Mega-Cap ETF | - | 6.30 | - | - | |
Principal Inflation Protection Inst | - | 5.99 | - | - | |
Principal Finisterre EmMkts TR Bd Instl | - | 5.71 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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