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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1202 | 1050 | 1262 | 1206 | 1620 | 2191 |
Fund Return | 20.25% | 5.04% | 26.2% | 6.45% | 10.13% | 8.16% |
Place in category | 61 | 76 | 75 | 63 | 88 | 89 |
% in Category | 29 | 40 | 36 | 41 | 43 | 66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.03B | 5.25 | 10.95 | 13.21 | ||
Principal Equity Income Inst | 7.22B | 5.07 | 7.37 | 10.29 | ||
Principal Large Cap S&P 500 Index I | 6.32B | 2.79 | 11.73 | 13.56 | ||
Principal Preferred Securities Inst | 4.24B | 0.84 | 2.32 | 4.19 | ||
Principal Large Cap Value III Inst | 3.63B | 3.84 | 8.17 | 9.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 12.41B | 4.29 | 9.27 | 11.14 | ||
JHVIT Strategic Equity Allocation T | 6.98B | 3.49 | 8.47 | 10.13 | ||
JPMorgan Investor Growth A | 4.69B | 3.05 | 7.37 | 9.69 | ||
Franklin Mutual Shares Z | 4.1B | 3.69 | 7.16 | 6.82 | ||
American Funds Growth Portfolio 52A | 2.92B | 4.34 | 9.24 | 11.09 |
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 | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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