Principal MidCap Growth Fund R-3 Class

 (MUTF:PFPPX)   Watch this mutual fund  
Find more results for MUTF:PFPPX

Performance

Trailing returns

1 day
   
-0.75%  
1 week
   
-3.07%  
4 week   +0.90%
   
3 month   +9.58%
   
YTD   +7.20%
   
1 year   +25.73%
   
3 years*   +11.35%
   
5 years*   +20.55%
   
*annualized
Best 3 month return+35.51%  
Worst 3 month return-36.97%  

Morningstar statistics

Morningstar category: Mid-Cap Growth
  Return Risk Rating
3 years Average Above Average
5 years Average Above Average
10 years Average Average
Overall Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets122.44M 
Front load-  
Deferred load-  
Expense ratio1.25%  
Management fee-  
Fund familyPrincipal Funds 

Asset allocation

Cash0.46%  
Stocks99.27%  
Bonds0.00%  
Other0.27%  

Purchase information

Initial$0  
7.91+0.02(0.25%)
Jul 11, 4:00PM EDT Overall Morningstar RatingTM

Description

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 and invests its assets in the securities of foreign issuers.
Fund filings (PDF) »
Asset managers:
Michael Iacono (Started: Feb 29, 2008)
Katerina Wasserman (Started: Mar 1, 2010)
Clifford Fox (Started: Jan 5, 2005)
Advisor Company:
Principal Management Corp
Fund family reports on Morningstar »
Principal Funds, 30 Dan Road, Des Moines, IA 50392, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 12.55 -5.07 -0.57 1.02
Beta* 0.75 1.16 1.10 1.02
Mean annual return 2.46 1.14 1.63 0.82
R-squared* 25.08 71.84 72.27 71.26
Standard deviation 14.18 16.76 17.37 17.82
Sharpe ratio 2.08 0.81 1.12 0.46
* Against standard index

Top 10 holdings

Security Net Assets  
Pioneer Natural Resources Co (PXD) 3.79%  
Harman International Industries Inc (HAR) 3.57%  
Foot Locker Inc (FL) 2.79%  
Pitney Bowes Inc (PBI) 2.77%  
Netflix Inc (NFLX) 2.60%  
ServiceNow Inc (NOW) 2.59%  
Westlake Chemical Corp (WLK) 2.43%  
TripAdvisor Inc (TRIP) 2.40%  
Canadian Pacific Railway Ltd (CP) 2.37%  
Textron Inc (TXT) 2.32%