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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 | 10.67B | -4.46 | 7.90 | 10.89 | ||
| Principal Large Cap S&P 500 Index I | 6.13B | 10.07 | 19.16 | 14.89 | ||
| Principal Equity Income Inst | 6.05B | 12.67 | 15.64 | 11.75 | ||
| Principal Real Estate Securities In | 3.68B | 16.38 | 9.30 | 5.97 | ||
| Principal Preferred Securities Inst | 3.46B | 1.08 | 7.71 | 4.21 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Mid-Cap Growth Index Admir | 14.34B | 6.23 | 12.38 | 11.48 | ||
| Principal MidCap Institutional | 10.67B | -4.46 | 7.90 | 10.89 | ||
| Bridge Builder Small/Mid Cap Growth | 10.85B | 6.57 | 10.74 | 10.82 | ||
| T. Rowe Price Mid-Cap Growth I | 9.36B | 2.49 | 6.20 | 9.62 | ||
| Janus Enterprise I | 8.75B | 7.62 | 10.74 | 12.40 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| KKR & Co | US48251W1045 | 4.94 | 108.62 | -1.04% | |
| Brookfield | CA11271J1075 | 4.93 | 40.45 | +0.07% | |
| Heico A | US4228062083 | 4.69 | 239.14 | -0.05% | |
| Hilton Worldwide | US43300A2033 | 4.55 | 312.50 | -0.59% | |
| Transdigm | US8936411003 | 4.38 | 1,154.05 | -0.33% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Strong Sell | Strong Sell | Sell |
| Technical Indicators | Strong Sell | BUY | Strong Sell |
| Summary | Strong Sell | Neutral | Strong Sell |
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