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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 995 | 974 | 1092 | 1226 | 1480 | 1919 |
| Fund Return | -0.53% | -2.58% | 9.16% | 7.02% | 8.15% | 6.73% |
| Place in category | 151 | 120 | 107 | 91 | 97 | 56 |
| % in Category | 37 | 30 | 37 | 39 | 64 | 47 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Principal MidCap Institutional | 15.53B | 1.50 | 15.63 | 12.20 | ||
| Principal Large Cap S&P 500 Index I | 9.32B | 17.41 | 22.47 | 14.45 | ||
| Principal Equity Income Inst | 6.47B | 11.43 | 13.71 | 10.79 | ||
| Principal Preferred Securities Inst | 3.62B | 7.06 | 8.89 | 4.51 | ||
| Principal Real Estate Securities In | 3.56B | 1.84 | 6.75 | 6.11 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds American Balanced A | 124.49B | 16.04 | 16.02 | 9.49 | ||
| Vanguard Wellington Admiral | 109.25B | 15.28 | 15.86 | 9.84 | ||
| American Funds American Balanced R6 | 62.65B | 16.36 | 16.38 | 9.83 | ||
| Vanguard Balanced Index Adm | 49.95B | 13.27 | 15.36 | 9.34 | ||
| Fidelity Balanced | 42.99B | 14.38 | 17.48 | 10.91 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Principal VC LargeCap S&P 500MgdVol Idx1 | - | 45.32 | - | - | |
| Principal VC Bond Market Index 1 | - | 34.66 | - | - | |
| Principal International Equity Index R6 | - | 10.06 | - | - | |
| Principal MidCap S&P 400 Index R6 | - | 5.00 | - | - | |
| Principal SmallCap S&P 600 Index R6 | - | 4.99 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Neutral | Sell |
| Technical Indicators | Strong Buy | Strong Sell | Neutral |
| Summary | Strong Buy | Sell | Neutral |
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