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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 | 15.07B | 2.71 | 13.32 | 12.25 | ||
| Principal Large Cap S&P 500 Index I | 9.85B | 17.66 | 20.37 | 14.44 | ||
| Principal Equity Income Inst | 6.24B | 16.15 | 12.60 | 11.19 | ||
| Principal Real Estate Securities In | 3.52B | 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% | |
|---|---|---|---|---|---|---|
| American Funds American Balanced A | 125.29B | 18.20 | 14.63 | 9.65 | ||
| Vanguard Wellington Admiral | 109.25B | 16.66 | 14.20 | 9.96 | ||
| American Funds American Balanced R6 | 63.05B | 18.52 | 14.97 | 9.99 | ||
| Vanguard Balanced Index Adm | 49.95B | 13.74 | 13.79 | 9.36 | ||
| Fidelity Balanced | 42.99B | 15.12 | 15.88 | 10.93 |
| 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 | Strong Sell | Strong Sell | Strong Sell |
| Technical Indicators | Sell | Neutral | Sell |
| Summary | Strong Sell | Sell | Strong Sell |
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