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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1022 | 994 | 1114 | 1200 | 1546 | 2057 |
Fund Return | 2.16% | -0.63% | 11.41% | 6.26% | 9.1% | 7.48% |
Place in category | 206 | 195 | 92 | 73 | 55 | 48 |
% in Category | 55 | 57 | 35 | 31 | 33 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.28B | 3.95 | 11.91 | 12.12 | ||
Principal Equity Income Inst | 6.82B | 4.69 | 8.56 | 9.74 | ||
Principal Large Cap S&P 500 Index I | 6.05B | 1.41 | 12.37 | 12.78 | ||
Principal Preferred Securities Inst | 4.18B | 1.58 | 3.53 | 4.18 | ||
Principal Real Estate Securities In | 3.61B | 5.69 | 1.90 | 6.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 109.67B | 2.65 | 7.48 | 8.19 | ||
Vanguard Wellington Admiral | 99.51B | 2.04 | 7.27 | 8.46 | ||
American Funds American Balanced R6 | 54.92B | 2.71 | 7.83 | 8.52 | ||
Vanguard Balanced Index Adm | 46.71B | 1.75 | 6.77 | 8.12 | ||
Fidelity Balanced | 42.26B | 1.35 | 7.71 | 9.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal VC LargeCap S&P 500 Idx 1 | - | 44.62 | - | - | |
Principal VC Bond Market Index 1 | - | 35.25 | - | - | |
Principal International Equity Index R6 | - | 10.03 | - | - | |
Principal SmallCap S&P 600 Index R6 | - | 4.98 | - | - | |
Principal MidCap S&P 400 Index R6 | - | 4.95 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Sell | Strong Sell | Strong Buy |
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