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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1114 | 1052 | 1121 | 1419 | 1426 | 1980 |
| Fund Return | 11.39% | 5.17% | 12.14% | 12.37% | 7.36% | 7.07% |
| Place in category | 34 | 31 | 17 | 14 | 12 | 4 |
| % in Category | 22 | 21 | 17 | 12 | 27 | 11 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Principal MidCap Institutional | 15.6B | 1.50 | 15.63 | 12.20 | ||
| Principal Large Cap S&P 500 Index I | 9.28B | 17.41 | 22.47 | 14.45 | ||
| Principal Equity Income Inst | 6.48B | 11.43 | 13.71 | 10.79 | ||
| Principal Preferred Securities Inst | 3.63B | 7.06 | 8.89 | 4.51 | ||
| Principal Real Estate Securities In | 3.58B | 1.84 | 6.75 | 6.11 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Wellesley Income Admiral | 41.38B | 9.17 | 8.74 | 5.97 | ||
| Vanguard Tax-Managed Balanced Adm | 11.51B | 10.90 | 13.54 | 8.35 | ||
| Vanguard Wellesley Income Inv | 7.92B | 9.10 | 8.66 | 5.89 | ||
| American Funds Income Portfolio A | 6.35B | 12.18 | 11.59 | 6.95 | ||
| Hartford Balanced Income A | 4.62B | 8.43 | 8.85 | 6.27 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Principal VC Bond Market Index 1 | - | 49.86 | - | - | |
| Principal VC LargeCap S&P 500 Idx 1 | - | 35.34 | - | - | |
| Principal International Equity Index R6 | - | 6.98 | - | - | |
| Principal MidCap S&P 400 Index R6 | - | 3.95 | - | - | |
| Principal SmallCap S&P 600 Index R6 | - | 3.90 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Sell | Strong Sell |
| Technical Indicators | Strong Buy | Strong Sell | Strong Sell |
| Summary | Strong Buy | Strong Sell | Strong Sell |
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