Principal Wilshire ETF ModGrowth 70-30 (S:0P0001LW4N)
14.49
+0.20
(+1.41%)
USD |
Feb 28 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 April 04, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| iShares Core MSCI EAFE ETF | 16.00% | 91.41 | -0.54% |
| Principal US Mega-Cap ETF | 14.00% | 64.46 | -0.19% |
| iShares Core US Aggregate Bond ETF | 12.50% | 99.23 | 0.23% |
| Principal Value ETF | 10.50% | 51.45 | 0.27% |
| Principal Investment Grade Corporate Active ETF | 10.50% | 20.62 | 0.24% |
| iShares Core MSCI Emerging Markets ETF | 6.50% | 69.56 | -1.02% |
| Principal Focused Blue Chip ETF | 6.00% | 33.02 | 0.24% |
| Principal Quality ETF | 4.50% | 69.87 | -0.05% |
| iShares 0-5 Year TIPS Bond ETF | 4.00% | 103.31 | 0.18% |
| iShares Bloomberg Roll Select Commodity Strategy | 3.50% | 60.46 | 2.30% |
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 | -- |