Principal MidCap Growth Fund Institutional Class (PGWIX)

7.44
Net Asset Value
-0.67%
1 Day
+8.14%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
0.77%
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 and invests its assets in the securities of foreign issuers.

Performance

1 month+6.29% 3 years+18.78%
3 months+8.15% 5 years+17.14%
1 year+11.02% Since inception+4.15%
Data through --

Peer Comparisonvs. Mid-cap growth

 PGWIXCategory
Performance 5-yr return+17.14%+14.76%
Expense ratio0.77%1.35%
Risk 5 year sharpe ratio1.040.99
Net assets$94.7M$1.3B
Average market cap$13.0B$9.2B
Average P/E30.423.9
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--

Holdings

U.S. stock92.28%
International stock4.88%
Cash2.84%
Fixed income0.00%
Other0.00%
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 Inc3.34%
HAR Harman International Industries Inc3.19%
SBAC SBA Communications Corp3.13%
CMG Chipotle2.81%
RHI Robert Half International Inc2.78%
NXPI NXP Semiconductors NV2.54%
EA Electronic Arts Inc2.48%
STZ Constellation Brands Inc2.46%
LNKD LinkedIn2.42%
AVGO Avago Technologies Ltd2.34%

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