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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1020 | 1024 | 1107 | 1101 | 1276 | 1688 |
| Fund Return | 2.04% | 2.39% | 10.69% | 3.25% | 4.99% | 5.37% |
| Place in category | - | - | - | - | - | - |
| % in Category | - | - | - | - | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Principal MidCap Institutional | 15.39B | 1.50 | 15.63 | 12.20 | ||
| Principal Large Cap S&P 500 Index I | 9.29B | 17.41 | 22.47 | 14.45 | ||
| Principal Equity Income Inst | 6.42B | 11.43 | 13.71 | 10.79 | ||
| Principal Preferred Securities Inst | 3.62B | 7.06 | 8.89 | 4.51 | ||
| Principal Real Estate Securities In | 3.55B | 1.84 | 6.75 | 6.11 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Wellesley Income Admiral | 41.38B | 9.17 | 8.74 | 5.97 | ||
| Vanguard Tax-Managed Balanced Adm | 11.51B | 10.90 | 13.54 | 8.35 | ||
| Vanguard Wellesley Income Inv | 7.92B | 9.10 | 8.66 | 5.89 | ||
| American Funds Income Portfolio A | 6.41B | 12.18 | 11.59 | 6.95 | ||
| Hartford Balanced Income A | 4.6B | 8.43 | 8.85 | 6.27 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Principal Core Fixed Income R6 | - | 27.56 | - | - | |
| Principal Bond Market Index Instl | - | 9.17 | - | - | |
| Principal US Mega-Cap ETF | - | 7.64 | - | - | |
| Principal VC Equity Income 1 | - | 6.12 | - | - | |
| Principal Capital Appreciation Inst | - | 5.91 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Strong Buy |
| Technical Indicators | Strong Buy | Neutral | Strong Buy |
| Summary | Strong Buy | Neutral | Strong Buy |
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