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- 2017- this range was between approximately $1.2 billion and $36.7 billion).


1 month+4.17% 3 years+9.20%
3 months+7.45% 5 years+13.91%
1 year+25.09% Since inception+9.09%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+13.91%+13.73%
Expense ratio1.55%1.21%
Risk 5 year sharpe ratio1.071.06
Net assets$180.7M$1.6B
Average market cap$13.3B$12.0B
Average P/E28.826.3
Portfolio turnover129%129%

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Fund Management and Purchase Info

Fund familyPrincipal Funds
Fund manager & tenureClifford Fox / 13 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock96.22%
International stock1.44%
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 Inc4.03%
WCG WellCare Health Plans Inc2.44%
AME Ametek Inc2.35%
TRU TransUnion2.29%
TRMB Trimble Inc2.25%
RCL Royal Caribbean Cruises Ltd2.23%
BCO Brinks Co2.20%
AMP Ameriprise Financial Inc2.19%
ILMN Illumina Inc2.13%
CE Celanese Corp2.13%