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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1089 | 1099 | 1252 | 1105 | 1581 | 2464 |
Fund Return | 8.92% | 9.94% | 25.16% | 3.4% | 9.59% | 9.44% |
Place in category | 445 | 115 | 300 | 352 | 317 | 112 |
% in Category | 76 | 22 | 56 | 67 | 64 | 30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.1B | 5.25 | 10.95 | 13.21 | ||
Principal Equity Income Inst | 7.28B | 5.07 | 7.37 | 10.29 | ||
Principal Large Cap S&P 500 Index I | 6.4B | 2.79 | 11.73 | 13.56 | ||
Principal Preferred Securities Inst | 4.22B | 9.81 | 1.46 | 4.27 | ||
Principal Large Cap Value III Inst | 3.65B | 3.84 | 8.17 | 9.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 58.64B | 3.89 | 7.86 | 9.75 | ||
Fidelity Small Cap Index Instl Pre | 27.16B | 2.64 | 5.79 | 8.60 | ||
Vanguard Small Cap Index I | 23.05B | 3.89 | 7.87 | 9.76 | ||
DFA US Small Cap I | 17B | 3.35 | 8.12 | 9.60 | ||
Vanguard Small Cap Index InstlPlus | 12.88B | 3.89 | 7.88 | 9.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
E-Mini Russ 2000 Sep24 | - | 1.88 | - | - | |
Principal Government Money Market R-6 | - | 1.74 | - | - | |
Fabrinet | KYG3323L1005 | 0.67 | 207.09 | -1.80% | |
The Ensign | US29358P1012 | 0.65 | 129.08 | -0.12% | |
Mueller Industries | US6247561029 | 0.62 | 80.82 | +0.53% |
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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