Principal Wilshire US Growth 85-15 (S:0P0001LUTD)
16.36
+0.27
(+1.65%)
USD |
Jan 31 2026
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 March 03, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Principal Equity Income Fund Inst | 14.50% | 43.53 | -0.27% |
| Principal Blue Chip Fund Inst | 14.50% | 38.64 | 0.34% |
| Principal US Mega-Cap ETF | 12.50% | 67.08 | 0.09% |
| iShares Core S&P US Growth ETF | 9.50% | 164.46 | 0.26% |
| iShares Core S&P US Value ETF | 9.50% | 107.54 | -0.03% |
| iShares MSCI USA Size Factor ETF | 8.00% | 169.15 | -0.11% |
| Principal Core Plus Bond Fund Institutional | 5.50% | 9.21 | -0.32% |
| Principal Core Fixed Income Fund Institutional | 4.00% | 8.80 | -0.34% |
| iShares Bloomberg Roll Select Commodity Strategy | 4.00% | 55.47 | 1.61% |
| Principal SmallCap Growth Fund I Inst | 3.00% | 16.29 | 1.31% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
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 | -- |