Principal MidCap Growth Fund R-5 Class (PHPPX)

7.78
Net Asset Value
+0.13%
1 Day
+9.42%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
0.94%
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.

Performance

1 month-0.89% 3 years+20.74%
3 months+2.37% 5 years+17.79%
1 year+21.38% Since inception+2.82%
Data through --

Peer Comparisonvs. Mid-cap growth

 PHPPXCategory
Performance 5-yr return+17.79%+14.47%
Expense ratio0.94%1.33%
Risk 5 year sharpe ratio0.890.89
Net assets$111.3M$1.3B
Average market cap$13.2B$9.7B
Average P/E26.425.2
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--

Holdings

U.S. stock93.28%
International stock4.08%
Cash2.63%
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 Inc3.29%
SBAC SBA Communications Corp2.90%
HAR Harman International Industries Inc2.66%
LNKD LinkedIn2.61%
STZ Constellation Brands Inc2.49%
LVLT Level 3 Communications Inc2.35%
ULTA Ulta Salon Cosmetics and Fragrance Inc2.28%
ABC AmerisourceBergen Corp2.20%
UA Under Armour2.16%
AMCX AMC Networks Inc2.10%

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