Principal Wilshire ETF ModGrowth 70-30 (S:0P0001LW4N)
14.71
+0.78
(+5.61%)
USD |
Apr 30 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 May 30, 2026.
Asset Allocation
| Type | % Net |
|---|
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| iShares Core MSCI EAFE ETF | 16.00% | 98.02 | 0.07% |
| Principal US Mega-Cap ETF | 14.00% | 74.25 | 0.16% |
| iShares Core US Aggregate Bond ETF | 12.50% | 99.07 | 0.07% |
| Principal Value ETF | 10.50% | 54.67 | 0.28% |
| Principal Investment Grade Corporate ETF | 10.50% | 20.68 | -0.14% |
| iShares Core MSCI Emerging Markets ETF | 6.50% | 83.47 | -0.11% |
| Principal Focused Blue Chip ETF | 6.00% | 38.32 | 0.24% |
| Principal Quality ETF | 4.50% | 76.21 | 0.49% |
| iShares 0-5 Year TIPS Bond ETF | 4.00% | 103.67 | 0.05% |
| iShares Bloomberg Roll Select Commodity Strategy | 3.50% | 60.37 | -0.58% |
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 | -- |
| Last Annual Report Date | -- |
| Last Prospectus Date | -- |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | -- |
| Leveraged Fund | -- |
| Fund of Funds | -- |
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | -- |
| Socially Responsible Fund | -- |