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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1219 | 1058 | 1360 | 1391 | 2071 | 3417 |
Fund Return | 21.85% | 5.83% | 36% | 11.63% | 15.67% | 13.08% |
Place in category | 76 | 99 | 83 | 62 | 55 | 42 |
% in Category | 27 | 52 | 31 | 27 | 30 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.73B | 18.77 | 5.53 | 12.65 | ||
Principal Equity Income Inst | 7.67B | 16.28 | 6.02 | 9.73 | ||
Principal Large Cap S&P 500 Index I | 6.28B | 20.82 | 8.89 | 12.81 | ||
Principal Preferred Securities Inst | 4.38B | 9.49 | 1.29 | 4.30 | ||
Principal Real Estate Securities In | 3.85B | 9.90 | -0.07 | 7.08 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.08 | 229.87 | +0.59% | |
Microsoft | US5949181045 | 6.39 | 417.00 | +1.00% | |
NVIDIA | US67066G1040 | 5.97 | 141.95 | -3.22% | |
Amazon.com | US0231351067 | 3.48 | 197.12 | -0.64% | |
E-mini S&P 500 Future Dec 24 | - | 2.66 | - | - |
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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