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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1142 | 1013 | 1092 | 1138 | 1486 | 2032 |
Fund Return | 14.24% | 1.28% | 9.18% | 4.4% | 8.25% | 7.35% |
Place in category | 72 | 31 | 87 | 104 | 58 | 33 |
% in Category | 42 | 11 | 48 | 60 | 37 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal LifeTime 2030 Institution | 3.63B | 9.75 | 2.18 | 6.00 | ||
Principal High Yield Fund I Inst | 3.29B | 9.26 | 1.32 | 3.28 | ||
Principal LifeTime 2040 Institution | 3.02B | 12.51 | 3.49 | 6.85 | ||
Principal Short-Term Income Inst | 2.37B | 4.51 | 0.01 | 1.64 | ||
Principal Bond Market Index Instl | 2.03B | 1.79 | -4.58 | 1.24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2050 Tr1 | 67.19B | 5.48 | 5.70 | 7.06 | ||
The Vanguard Target Retire 2050 Tr2 | 67.19B | 5.48 | 5.70 | 7.05 | ||
Vanguard Target Retire Trust Plus50 | 67.19B | 5.50 | 5.71 | 7.07 | ||
Vanguard Target Retirement 2050 Inv | 55.3B | 14.39 | 4.74 | 7.66 | ||
American Funds 2050 Trgt Date RetR6 | 18.49B | 14.50 | 4.43 | 8.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Principal Diversified International R-6 | - | 14.51 | - | - | |
Principal Blue Chip R-6 | - | 10.62 | - | - | |
Principal LargeCap Growth I R6 | - | 10.45 | - | - | |
Principal Large Cap S&P 500 Index Inst | - | 10.04 | - | - | |
Principal Large Cap Value III Inst | - | 9.26 | - | - |
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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