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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1153 | 1036 | 1290 | 1229 | 1623 | 2450 |
Fund Return | 15.33% | 3.64% | 28.97% | 7.12% | 10.17% | 9.38% |
Place in category | 556 | 312 | 678 | 655 | 631 | 277 |
% in Category | 47 | 27 | 60 | 60 | 63 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.94B | 18.77 | 5.53 | 12.65 | ||
Principal Equity Income Inst | 7.71B | 16.28 | 6.02 | 9.73 | ||
Principal Large Cap S&P 500 Index I | 6.3B | 20.82 | 8.89 | 12.81 | ||
Principal Preferred Securities Inst | 4.36B | 9.49 | 1.29 | 4.30 | ||
Principal Real Estate Securities In | 3.87B | 9.90 | -0.07 | 7.08 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 53.42B | 15.14 | 8.73 | 10.28 | ||
Vanguard Windsor II Admiral | 49.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 42.49B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Government Money Market R-6 | - | 2.77 | - | - | |
Invesco S&P 500 Pure Value | US46137V2584 | 2.62 | 97.21 | +1.21% | |
UnitedHealth | US91324P1021 | 2.50 | 605.83 | +2.53% | |
Bank of America | US0605051046 | 2.42 | 47.50 | +1.06% | |
Exxon Mobil | US30231G1022 | 2.15 | 119.97 | -1.49% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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