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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1152 | 1023 | 1319 | 1146 | 1639 | 2290 |
Fund Return | 15.17% | 2.34% | 31.89% | 4.64% | 10.39% | 8.64% |
Place in category | 40 | 41 | 40 | 25 | 55 | 45 |
% in Category | 15 | 18 | 14 | 17 | 25 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.15B | 18.77 | 5.53 | 12.65 | ||
Principal Equity Income Inst | 7.75B | 16.28 | 6.02 | 9.73 | ||
Principal Large Cap S&P 500 Index I | 6.34B | 20.82 | 8.89 | 12.81 | ||
Principal Preferred Securities Inst | 4.38B | 9.49 | 1.29 | 4.30 | ||
Principal Real Estate Securities In | 3.96B | 9.90 | -0.07 | 7.08 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 11.86B | 17.19 | 3.03 | 10.33 | ||
JHVIT Strategic Equity Allocation T | 7.3B | 14.61 | 5.76 | 9.52 | ||
JPMorgan Investor Growth A | 4.72B | 14.43 | 5.12 | 9.23 | ||
Franklin Mutual Shares Z | 4.36B | 12.82 | 6.41 | 6.47 | ||
Franklin Mutual Shares A | 2.93B | 12.56 | 6.15 | 6.20 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Capital Appreciation Inst | - | 14.72 | - | - | |
Principal US Mega-Cap ETF | - | 13.80 | - | - | |
Principal Equity Income Inst | - | 12.55 | - | - | |
Principal Large Cap Value III Inst | - | 9.25 | - | - | |
Principal Blue Chip R6 | - | 8.39 | - | - |
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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