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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1022 | 1033 | 1144 | 1177 | 1473 | 2127 |
Fund Return | 2.22% | 3.33% | 14.42% | 5.57% | 8.05% | 7.84% |
Place in category | 186 | 108 | 109 | 75 | 55 | 51 |
% in Category | 56 | 39 | 36 | 33 | 30 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.05B | 5.25 | 10.95 | 13.21 | ||
Principal Equity Income Inst | 7.35B | 5.07 | 7.37 | 10.29 | ||
Principal Large Cap S&P 500 Index I | 6.5B | 2.79 | 11.73 | 13.56 | ||
Principal Preferred Securities Inst | 4.23B | 0.84 | 2.32 | 4.19 | ||
Principal Large Cap Value III Inst | 3.67B | 3.84 | 8.17 | 9.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 113.89B | 2.88 | 7.03 | 8.59 | ||
Vanguard Wellington Admiral | 100.34B | 2.27 | 6.17 | 8.84 | ||
American Funds American Balanced R6 | 57.24B | 2.94 | 7.37 | 8.93 | ||
Vanguard Balanced Index Adm | 47.01B | 2.10 | 6.18 | 8.47 | ||
Fidelity Balanced K | 42.26B | 1.89 | 7.33 | 10.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal VC LargeCap S&P 500 Idx 1 | - | 44.71 | - | - | |
Principal VC Bond Market Index 1 | - | 35.60 | - | - | |
Principal International Equity Index R6 | - | 9.99 | - | - | |
Principal MidCap S&P 400 Index R6 | - | 4.89 | - | - | |
Principal SmallCap S&P 600 Index R6 | - | 4.84 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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