Principal Wilshire US Moderate 55-45 (S:0P0001LUTB)
13.81
+0.10
(+0.73%)
USD |
Nov 30 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 11, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Principal Core Plus Bond Fund Institutional | 15.50% | 9.19 | 0.22% |
| Principal Core Fixed Income Fund Institutional | 11.50% | 8.75 | 0.23% |
| Principal Blue Chip Fund Inst | 9.50% | 42.62 | 0.59% |
| Principal Equity Income Fund Inst | 9.50% | 42.17 | 0.48% |
| Principal US Mega-Cap ETF | 7.50% | 68.79 | 0.44% |
| iShares Core US Aggregate Bond ETF | 7.50% | 100.16 | 0.22% |
| iShares 0-5 Year TIPS Bond ETF | 7.00% | 102.49 | 0.00% |
| iShares Core S&P US Value ETF | 6.00% | 105.24 | 0.53% |
| iShares Core S&P US Growth ETF | 6.00% | 170.12 | 0.75% |
| iShares MSCI USA Size Factor ETF | 6.00% | 167.17 | 0.71% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |