Principal MidCap Growth Fund R-5 Class (PHPPX)

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-0.77% 3 years+18.01%
3 months+10.00% 5 years+15.17%
1 year+20.43% Since inception+3.11%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+15.17%+14.47%
Expense ratio0.94%1.33%
Risk 5 year sharpe ratio0.990.95
Net assets$110.6M$1.4B
Average market cap$13.9B$9.4B
Average P/E28.825.6
Portfolio turnover185%185%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

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


U.S. stock93.85%
International stock5.24%
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 Inc3.25%
HAR Harman International Industries Inc3.17%
SBAC SBA Communications Corp3.12%
AVGO Avago Technologies Ltd2.71%
LNKD LinkedIn2.68%
NXPI NXP Semiconductors NV2.53%
STZ Constellation Brands Inc2.38%
HBI HanesBrands Inc2.34%
MIDD Middleby Corp2.34%
RHI Robert Half International Inc2.27%

To view my watchlist

Not a member yet?

Sign up now for a free account