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Principal MidCap Growth Fund R-4 Class (PIPPX)

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-11.41% 3 years+6.03%
3 months-18.81% 5 years+4.48%
1 year-18.93% Since inception+1.68%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+4.48%+9.59%
Expense ratio1.06%1.28%
Risk 5 year sharpe ratio0.570.56
Net assets$120.5M$1.1B
Average market cap$10.9B$9.2B
Average P/E28.424.3
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--


U.S. stock93.51%
International stock3.90%
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 Inc3.82%
ATVI Activision Blizzard Inc3.80%
STZ Constellation Brands Inc3.47%
ULTA Ulta Salon Cosmetics and Fragrance Inc3.28%
EW Edwards Lifesciences Corp2.73%
ZTS Zoetis Inc2.63%
LVLT Level 3 Communications Inc2.59%
EA Electronic Arts Inc2.42%
ALLE Allegion PLC2.31%
NUAN Nuance Communications Inc2.27%

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