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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1064 | 981 | 1064 | 1006 | 1143 | 1424 |
Fund Return | 6.41% | -1.85% | 6.41% | 0.2% | 2.71% | 3.6% |
Place in category | 35 | 68 | 35 | 72 | 62 | 27 |
% in Category | 23 | 49 | 23 | 55 | 46 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.13B | 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 | 6.36B | 2.79 | 11.73 | 13.56 | ||
Principal Preferred Securities Inst | 4.22B | 9.81 | 1.46 | 4.27 | ||
Principal Large Cap Value III Inst | 3.64B | 3.84 | 8.17 | 9.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard LifeStrategy Income Inv | 3.93B | 1.00 | 0.69 | 3.11 | ||
Fidelity Asset Manager 20% | 3.03B | 1.18 | 1.82 | 3.50 | ||
PIMCO Inflation Response MultiAsst | 1.63B | 2.33 | 3.32 | 4.52 | ||
Great-West Conservative Profile II | 1.18B | 1.35 | 2.04 | 3.83 | ||
Principal SAM Flexible Income J | 1.14B | 6.56 | 0.31 | 3.70 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Core Fixed Income R6 | - | 34.49 | - | - | |
Principal Bond Market Index Instl | - | 11.91 | - | - | |
Principal US Mega-Cap ETF | - | 7.11 | - | - | |
Principal Inflation Protection Inst | - | 5.90 | - | - | |
Principal Finisterre EmMkts TR Bd Instl | - | 5.54 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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