Please try another search
| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1116 | 1023 | 1167 | 1098 | 1345 | 1778 |
| Fund Return | 11.6% | 2.31% | 16.7% | 3.17% | 6.11% | 5.92% |
| Place in category | 29 | 36 | 23 | 27 | 16 | 5 |
| % in Category | 20 | 30 | 18 | 23 | 11 | 6 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Principal MidCap Institutional | 15.01B | 2.71 | 13.32 | 12.25 | ||
| Principal Large Cap S&P 500 Index I | 9.74B | 17.66 | 20.37 | 14.44 | ||
| Principal Equity Income Inst | 6.21B | 16.15 | 12.60 | 11.19 | ||
| Principal Real Estate Securities In | 3.54B | 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 | 4.41B | 10.45 | 7.45 | 6.48 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Principal VC Bond Market Index 1 | - | 50.33 | - | - | |
| Principal VC LargeCap S&P 500MgdVol Idx1 | - | 34.77 | - | - | |
| Principal International Equity Index R6 | - | 6.98 | - | - | |
| Principal MidCap S&P 400 Index R6 | - | 4.00 | - | - | |
| Principal SmallCap S&P 600 Index R6 | - | 4.00 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Strong Sell | Strong Sell | Strong Sell |
| Technical Indicators | Sell | Sell | Sell |
| Summary | Strong Sell | Strong Sell | Strong Sell |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review