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Principal MidCap Growth Fund R-3 Class (PFPPX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations at the time of each purchase. It invests in growth equity securities; growth orientation emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average. The fund actively trades portfolio securities.


1 month-1.74% 3 years+15.28%
3 months-6.76% 5 years+13.67%
1 year+8.70% Since inception+2.50%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+13.67%+16.81%
Expense ratio1.25%1.31%
Risk 5 year sharpe ratio1.061.03
Net assets$134.8M$1.3B
Average market cap$11.3B$9.3B
Average P/E28.024.2
Portfolio turnover185%185%

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Fund Management and Purchase Info

Fund familyPrincipal Funds
Fund manager & tenureClifford Fox / 10 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock91.73%
International stock4.94%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Consumer goods 20.83%
Industrial materials 19.60%
Consumer service 11.21%
Healthcare 9.95%
Business service 7.81%
Top 10 Holdings
Portfolio weighting
NOW ServiceNow Inc3.09%
STZ Constellation Brands Inc2.94%
ATVI Activision Blizzard Inc2.66%
ULTA Ulta Salon Cosmetics and Fragrance Inc2.66%
UA Under Armour2.64%
MIDD Middleby Corp2.35%
ZTS Zoetis Inc2.34%
WCG WellCare Health Plans Inc2.31%
MHK Mohawk Industries Inc2.29%
MBLY Mobileye NV2.20%

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