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Principal MidCap Growth Fund Institutional Class (PGWIX)

7.04
Net Asset Value
0.00%
1 Day
+2.47%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
0.75%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. Under normal circumstances, 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 purchase. For this fund, companies with medium market capitalizations are those with market capitalizations within the range of companies comprising the Russell Midcap   Growth Index (as of December 31, 2015, this range was between approximately $717.0 million and $30.4 billion ).

Performance

1 month+4.14% 3 years+6.55%
3 months-3.30% 5 years+11.37%
1 year-0.18% Since inception+3.80%
Data through --

Peer Comparisonvs. Mid-cap growth

 PGWIXCategory
Performance 5-yr return+11.37%+13.89%
Expense ratio0.75%1.26%
Risk 5 year sharpe ratio0.830.83
Net assets$129.8M$1.2B
Average market cap$12.5B$9.6B
Average P/E28.424.4
Portfolio turnover129%129%

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Fund Management and Purchase Info

Fund familyPrincipal Funds
Fund manager & tenureClifford Fox / 11 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock94.28%
International stock3.39%
Cash2.33%
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 Inc3.53%
ULTA Ulta Salon Cosmetics and Fragrance Inc3.41%
STZ Constellation Brands Inc2.99%
IDXX IDEXX Laboratories Inc2.86%
BAH Booz Allen Hamilton Holding Corp2.52%
ATVI Activision Blizzard Inc2.49%
AMAT Applied Materials Inc2.41%
EA Electronic Arts Inc2.36%
ICE Intercontinental Exchange Inc2.22%
MIDD Middleby Corp2.15%