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Principal MidCap Growth Fund R-1 Class (PMSGX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
Expense Ratio
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. For this fund- companies with medium market capitalizations are those with market capitalizations within the range of companies comprising the Russell Midcap -® Growth Index (as of December 31- 2016- this range was between approximately $394.9 million and $57.0 billion).


1 month+1.76% 3 years+10.69%
3 months+7.28% 5 years+14.85%
1 year+25.33% Since inception+9.13%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+14.85%+12.62%
Expense ratio1.55%1.22%
Risk 5 year sharpe ratio1.161.18
Net assets$171.1M$1.5B
Average market cap$13.2B$12.0B
Average P/E28.928.2
Portfolio turnover110%110%

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Fund Management and Purchase Info

Fund familyPrincipal Funds
Fund manager & tenureClifford Fox / 12 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock94.04%
International stock3.82%
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 Inc3.46%
MU Micron Technology Inc2.72%
WCG WellCare Health Plans Inc2.51%
AMAT Applied Materials Inc2.42%
ILMN Illumina Inc2.29%
IDXX IDEXX Laboratories Inc2.24%
TRU TransUnion2.21%
TRMB Trimble Inc2.11%
GPN Global Payments Inc2.09%
CE Celanese Corp2.08%