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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1038 | 1050 | 1200 | 1258 | 1643 | 2421 |
Fund Return | 3.77% | 5.01% | 20% | 7.94% | 10.44% | 9.24% |
Place in category | 62 | 57 | 49 | 35 | 53 | 43 |
% in Category | 26 | 22 | 22 | 9 | 25 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.01B | 5.25 | 10.95 | 13.21 | ||
Principal Equity Income Inst | 7.32B | 5.07 | 7.37 | 10.29 | ||
Principal Large Cap S&P 500 Index I | 6.48B | 2.79 | 11.73 | 13.56 | ||
Principal Preferred Securities Inst | 4.23B | 0.84 | 2.32 | 4.19 | ||
Principal Large Cap Value III Inst | 3.65B | 3.84 | 8.17 | 9.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 12.94B | 4.29 | 9.27 | 11.14 | ||
JHVIT Strategic Equity Allocation T | 7.15B | 3.49 | 8.47 | 10.13 | ||
JPMorgan Investor Growth A | 4.79B | 3.05 | 7.37 | 9.69 | ||
Franklin Mutual Shares Z | 4.09B | 3.69 | 7.16 | 6.82 | ||
American Funds Growth Portfolio 52A | 3.04B | 4.34 | 9.24 | 11.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Capital Appreciation Inst | - | 14.99 | - | - | |
Principal US Mega-Cap ETF | - | 14.13 | - | - | |
Principal Equity Income Inst | - | 12.32 | - | - | |
Principal Large Cap Value III Inst | - | 9.11 | - | - | |
Principal Blue Chip R6 | - | 8.66 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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