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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1133 | 1024 | 1231 | 1036 | 1271 | 1963 |
| Fund Return | 13.33% | 2.44% | 23.1% | 1.19% | 4.91% | 6.98% |
| 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% | |
|---|---|---|---|---|---|---|
| Vanguard REIT Index Adm | 20.51B | 5.54 | 5.53 | 5.57 | ||
| Vanguard REIT Index I | 10.42B | 5.56 | 5.54 | 5.59 | ||
| Vanguard Real Estate II Index Fund | 9.84B | 5.58 | 5.57 | - | ||
| Cohen & Steers Instl Realty Shares | 7.92B | 5.76 | 6.29 | 6.94 | ||
| DFA Real Estate Securities I | 6.54B | 3.71 | 4.97 | 5.96 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| American Tower | US03027X1000 | 9.33 | 178.30 | -1.33% | |
| Equinix | US29444U7000 | 7.79 | 755.66 | +0.71% | |
| Welltower | US95040Q1040 | 7.64 | 190.28 | +1.90% | |
| Ventas | US92276F1003 | 6.32 | 78.80 | +1.21% | |
| Prologis | US74340W1036 | 5.39 | 129.84 | -0.27% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Strong Sell | Strong Sell | Strong Sell |
| Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
| Summary | Strong Sell | Strong Sell | Strong Sell |
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