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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1294 | 1107 | 1365 | 1320 | 1873 | 3445 |
| Fund Return | 29.4% | 10.7% | 36.49% | 9.7% | 13.37% | 13.17% |
| Place in category | - | - | - | - | - | - |
| % in Category | - | - | - | - | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Principal MidCap Institutional | 15.18B | 2.71 | 13.32 | 12.25 | ||
| Principal Large Cap S&P 500 Index I | 9.92B | 17.66 | 20.37 | 14.44 | ||
| Principal Equity Income Inst | 6.29B | 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% | |
|---|---|---|---|---|---|---|
| Principal MidCap Institutional | 15.18B | 2.71 | 13.32 | 12.25 | ||
| Vanguard Mid-Cap Growth Index Admir | 14.23B | 12.23 | 14.65 | 11.50 | ||
| T. Rowe Price Mid-Cap Growth I | 10.8B | 4.14 | 9.30 | 9.89 | ||
| T. Rowe Price Mid-Cap Growth | 10.3B | 4.00 | 9.16 | 9.75 | ||
| Janus Enterprise I | 9.86B | 6.67 | 11.56 | 12.29 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| KKR & Co | US48251W1045 | 4.94 | 133.38 | -1.06% | |
| Brookfield | CA11271J1075 | 4.93 | 44.99 | -0.71% | |
| Heico A | US4228062083 | 4.69 | 242.61 | -0.48% | |
| Hilton Worldwide | US43300A2033 | 4.55 | 285.83 | -0.01% | |
| Transdigm | US8936411003 | 4.38 | 1,270.57 | -1.66% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Neutral | Sell | Strong Sell |
| Technical Indicators | Strong Buy | Strong Sell | Strong Sell |
| Summary | Buy | Strong Sell | Strong Sell |
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