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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1292 | 1056 | 1258 | 1533 | 1491 | 2092 |
| Fund Return | 29.2% | 5.58% | 25.76% | 15.3% | 8.31% | 7.66% |
| Place in category | 29 | 24 | 30 | 37 | 60 | 19 |
| % in Category | 31 | 24 | 31 | 51 | 62 | 52 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Principal MidCap Institutional | 15.17B | 2.71 | 13.32 | 12.25 | ||
| Principal Large Cap S&P 500 Index I | 9.81B | 17.66 | 20.37 | 14.44 | ||
| Principal Equity Income Inst | 6.23B | 16.15 | 12.60 | 11.19 | ||
| Principal Real Estate Securities In | 3.51B | 4.12 | 5.74 | 6.41 | ||
| Principal Preferred Securities Inst | 3.59B | 7.21 | 8.11 | 4.50 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Total Intl Stock Index Inv | 248.93B | 28.64 | 15.15 | 7.93 | ||
| Vanguard Total Intl Stock Index Adm | 91.5B | 28.76 | 15.22 | 8.00 | ||
| Fidelity International Index Inst | 70.63B | 28.29 | 15.62 | 7.91 | ||
| Fidelity Series Global ex US Index | 61.78B | 29.34 | 15.40 | 7.97 | ||
| Strategic Advisers International I | 59.11B | 27.56 | 15.89 | 8.18 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Taiwan Semiconductor | TW0002330008 | 4.81 | 1,430.00 | 0.00% | |
| Tencent Holdings | KYG875721634 | 3.38 | 614.50 | +0.08% | |
| ASML Holding | NL0010273215 | 2.99 | 896.00 | -0.62% | |
| AIA Group | HK0000069689 | 2.76 | 82.65 | +0.18% | |
| AstraZeneca | GB0009895292 | 2.71 | 13,632.0 | -0.29% |
| 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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