Principal MidCap Value Fund I R-1 Class (PLASX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap value
Style or Category
No Load
Sales Expenses
Expense Ratio
Below 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 a diversified portfolio of equity securities of companies with medium market capitalizations at the time of each purchase. It invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued. The fund also invests in real estate investment trusts.


1 month-0.88% 3 years+16.15%
3 months+0.14% 5 years+13.85%
1 year+11.77% Since inception+9.33%
Data through --

Peer Comparisonvs. Mid-cap value

Performance 5-yr return+13.85%+15.05%
Expense ratio1.87%1.27%
Risk 5 year sharpe ratio1.050.99
Net assets$2.1B$1.9B
Average market cap$9.7B$9.6B
Average P/E18.318.2
Portfolio turnover85%85%

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 & tenureRandy Welch / 5 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock99.37%
International stock0.58%
Fixed income0.11%
Top 5 Sectors
Portfolio weighting
Financial service 28.72%
Industrial materials 13.21%
Energy 11.30%
Utilities 10.48%
Consumer goods 10.13%
Top 10 Holdings
Portfolio weighting
-- 3.33%
CI Cigna Corp1.72%
LNC Lincoln National Corp1.56%
SRE Sempra Energy1.47%
CAH Cardinal Health Inc1.36%
BRCM Broadcom Corp1.21%
NAVI Navient Corp1.18%
XRX Xerox1.14%
FE FirstEnergy Corp1.12%
TSN Tyson Foods Inc1.11%

To view my watchlist

Not a member yet?

Sign up now for a free account