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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 980 | 1056 | 926 | 1300 | 1223 | 2874 |
| Fund Return | -1.96% | 5.6% | -7.38% | 9.14% | 4.1% | 11.13% |
| Place in category | 79 | 4 | 76 | 63 | 22 | 35 |
| % in Category | 96 | 10 | 96 | 71 | 34 | 45 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Principal MidCap Institutional | 9.67B | -10.98 | 7.60 | 10.12 | ||
| Principal Large Cap S&P 500 Index I | 6.3B | 12.67 | 22.72 | 15.14 | ||
| Principal Equity Income Inst | 5.52B | 9.77 | 17.52 | 11.44 | ||
| Principal Capital Appreciation Inst | 5.06B | 10.50 | 21.25 | 15.03 | ||
| Principal Real Estate Securities In | 3.52B | 7.93 | 9.93 | 5.71 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Mid-Cap Growth Index Admir | 13.99B | 5.14 | 15.29 | 11.41 | ||
| Bridge Builder Small/Mid Cap Growth | 15.71B | 5.16 | 13.25 | 10.56 | ||
| Principal MidCap Institutional | 9.67B | -10.98 | 7.60 | 10.12 | ||
| T. Rowe Price Mid-Cap Growth I | 9.16B | 1.33 | 8.77 | 9.58 | ||
| Janus Enterprise I | 8.09B | 2.27 | 11.51 | 11.70 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Brookfield | - | 4.79 | 54.50 | -1.29% | |
| Transdigm | - | 4.75 | 1,155.54 | -1.73% | |
| Heico A | - | 4.75 | 239.53 | -2.23% | |
| Live Nation Entertainment | - | 4.74 | 178.09 | +0.15% | |
| KKR & Co | - | 4.68 | 94.53 | -1.35% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Sell | Sell | Strong Sell |
| Technical Indicators | Strong Buy | Strong Sell | Strong Sell |
| Summary | Neutral | Strong Sell | Strong Sell |
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