Principal SAM Strategic Growth Portfolio Inst (PSWIX)
21.50
+0.35
(+1.65%)
USD |
May 02 2025
Absolute Attribution
Attribution Table (?)
| Symbol | Name | Weight | 1 Month Contribution | 3 Month Contribution | 6 Month Contribution | YTD Contribution | 1Y Contribution | |
|---|---|---|---|---|---|---|---|---|
| PWCIX | Principal Capital Appreciation Fund Institutional | 14.42% | -- | -- | -- | -- | 0.34 | |
| USMC | Principal US Mega-Cap ETF | 13.61% | -- | -- | -- | -- | 0.46 | |
| PEIIX | Principal Equity Income Fund Inst | 10.99% | -- | -- | -- | -- | 0.22 | |
| PLVIX | Principal LargeCap Value Fund III Inst | 9.13% | -- | -- | -- | -- | 0.13 | |
| PIEQ | Principal International Equity ETF | 5.99% | -- | -- | -- | -- | -- | |
| PINZX | Principal Overseas Fund Institutional | 5.63% | -- | -- | -- | -- | 0.15 | |
| PGBHX | Principal Blue Chip Fund R-6 | 5.46% | -- | -- | -- | -- | 0.15 | |
| PMAQX | Principal MidCap Fund R-6 | 5.19% | -- | -- | -- | -- | 0.15 | |
| PLCGX | Principal LargeCap Growth Fund I R-6 | 4.83% | -- | -- | -- | -- | 0.12 | |
| PIIMX | Principal Global Emerging Markets Fund R-6 | 4.28% | -- | -- | -- | -- | 0.06 | |
| PSC | Principal U.S. Small-Cap ETF | 3.77% | -- | -- | -- | -- | 0.04 | |
| PDARX | Principal Diversified Real Asset Fund R-6 | 3.48% | -- | -- | -- | -- | 0.05 | |
| PLFIX | Principal LargeCap S&P 500 Index Fund Inst | 2.82% | -- | -- | -- | -- | 0.07 | |
| PY | Principal Value ETF | 2.68% | -- | -- | -- | -- | 0.05 | |
| PFISX | Principal International Small Company Fund R-6 | 2.43% | -- | -- | -- | -- | 0.05 | |
| PFIEX | Principal International Equity Index Fund R-6 | 1.22% | -- | -- | -- | -- | 0.03 | |
| PMDHX | Principal Small-MidCap Dividend Income Fund R6 | 1.20% | -- | -- | -- | -- | 0.01 | |
| PFRSX | Principal Real Estate Securities Fund R-6 | 0.85% | -- | -- | -- | -- | 0.03 | |
| PNIIX | Principal Bond Market Index Fund Institutional | 0.78% | -- | -- | -- | -- | 0.01 | |
| PGWXX | Principal Government Money Market Fund R6 | 0.75% | -- | -- | -- | -- | 0.01 | |
| PIPIX | Principal Inflation Protection Fund Inst | 0.54% | -- | -- | -- | -- | 0.01 |
Showing 1 - 21 of 21 Holdings