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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1176 | 1063 | 1148 | 1741 | 2011 | 3817 |
| Fund Return | 17.57% | 6.3% | 14.78% | 20.29% | 14.99% | 14.33% |
| Place in category | 55 | 39 | 39 | 50 | 43 | 31 |
| % in Category | 29 | 26 | 23 | 29 | 26 | 21 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Principal MidCap Institutional | 14.66B | 2.71 | 13.32 | 12.25 | ||
| Principal Large Cap S&P 500 Index I | 10.02B | 17.66 | 20.37 | 14.44 | ||
| Principal Equity Income Inst | 5.86B | 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 Total Stock Market Ins Pls | 863.91B | 17.18 | 19.83 | 14.03 | ||
| Fidelity 500 Index Institutional Pr | 736.94B | 17.79 | 20.56 | 14.62 | ||
| Vanguard 500 Index Admiral | 635B | 17.76 | 20.52 | 14.59 | ||
| Vanguard Total Stock Market Admiral | 452.19B | 17.16 | 19.80 | 14.01 | ||
| Vanguard Institutional Idx Instl Pl | 209.44B | 17.79 | 20.55 | 14.61 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| NVIDIA | US67066G1040 | 8.34 | 175.02 | -3.27% | |
| Apple | US0378331005 | 6.77 | 278.28 | +0.09% | |
| Microsoft | US5949181045 | 6.50 | 478.53 | -1.02% | |
| Amazon.com | US0231351067 | 4.00 | 226.19 | -1.78% | |
| Broadcom | US11135F1012 | 2.93 | 359.93 | -11.43% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Buy | Sell | BUY |
| Summary | Strong Buy | Neutral | Buy |
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