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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1020 | 1024 | 1107 | 1101 | 1276 | 1688 |
| Fund Return | 2.04% | 2.39% | 10.69% | 3.25% | 4.99% | 5.37% |
| Place in category | - | - | - | - | - | - |
| % in Category | - | - | - | - | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Principal MidCap Institutional | 15.38B | 2.71 | 13.32 | 12.25 | ||
| Principal Large Cap S&P 500 Index I | 10.01B | 17.66 | 20.37 | 14.44 | ||
| Principal Equity Income Inst | 6.32B | 16.15 | 12.60 | 11.19 | ||
| Principal Real Estate Securities In | 3.53B | 4.12 | 5.74 | 6.41 | ||
| Principal Preferred Securities Inst | 3.57B | 7.21 | 8.11 | 4.50 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Wellesley Income Admiral | 41.38B | 11.14 | 7.46 | 6.16 | ||
| Vanguard Tax-Managed Balanced Adm | 11.51B | 11.26 | 11.94 | 8.34 | ||
| Vanguard Wellesley Income Inv | 7.92B | 11.05 | 7.39 | 6.08 | ||
| American Funds Income Portfolio A | 6.45B | 13.97 | 10.32 | 7.21 | ||
| Hartford Balanced Income A | 4.62B | 10.45 | 7.45 | 6.48 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Principal Core Fixed Income R6 | - | 27.56 | - | - | |
| Principal Bond Market Index Instl | - | 9.17 | - | - | |
| Principal US Mega-Cap ETF | - | 7.64 | - | - | |
| Principal VC Equity Income 1 | - | 6.12 | - | - | |
| Principal Capital Appreciation Inst | - | 5.91 | - | - |
| 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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