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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 equity securities of companies with medium market capitalizations at the time of 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- and actively trades portfolio securities.


1 month+2.59% 3 years+7.59%
3 months+7.10% 5 years+11.71%
1 year+15.05% Since inception+8.54%
Data through --

Peer Comparisonvs. Mid-cap value

Performance 5-yr return+11.71%+13.25%
Expense ratio1.88%1.15%
Risk 5 year sharpe ratio1.121.15
Net assets$1.1B$1.8B
Average market cap$11.5B$10.9B
Average P/E20.619.2
Portfolio turnover59%59%

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Fund Management and Purchase Info

Fund familyPrincipal Funds
Fund manager & tenureRandy Welch / 8 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock98.29%
International stock1.94%
Fixed income0.00%
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
-- 3.59%
ADM Archer Daniels Midland Co1.73%
STI SunTrust Banks Inc1.51%
AFL Aflac Inc1.50%
RS Reliance Steel & Aluminum Co1.49%
CFG Citizens Financial Group Inc1.48%
VFC VF Corp1.45%
Y Alleghany Corp1.30%
AJG Arthur J Gallagher & Co1.28%
TXT Textron Inc1.28%