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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1026 | 999 | 1074 | 1139 | 1224 | 1484 |
| Fund Return | 2.61% | -0.09% | 7.37% | 4.43% | 4.12% | 4.03% |
| Place in category | 12 | 22 | 1 | 8 | 3 | 3 |
| % in Category | 42 | 50 | 18 | 29 | 32 | 19 |
| 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% | |
|---|---|---|---|---|---|---|
| Pacific Select Optimization Conserv | 914.71M | 9.80 | 8.08 | 3.99 | ||
| Transamerica JPMorgan Tactical Alls | 798.05M | 8.83 | 6.76 | 4.03 | ||
| Ave Maria Bond | 792.71M | 5.32 | 5.10 | 3.96 | ||
| Thrivent Series Diversified Income | 586.39M | 9.84 | 8.52 | 5.23 | ||
| Columbia Income Builder A | 577.19M | 10.78 | 7.73 | 5.21 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Principal Core Fixed Income R6 | - | 31.24 | - | - | |
| Principal Bond Market Index Instl | - | 12.40 | - | - | |
| Principal US Mega-Cap ETF | - | 6.83 | - | - | |
| Principal Inflation Protection Inst | - | 5.91 | - | - | |
| Principal Finisterre EmMkts TR Bd Instl | - | 5.78 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Sell | Buy | Buy |
| Technical Indicators | Sell | Strong Buy | Strong Buy |
| Summary | Sell | Strong Buy | Strong Buy |
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