Nasdaq - Delayed Quote USD

Principal MidCap Growth Fund (PFPPX)

9.66 +0.22 (+2.33%)
At close: November 5 at 6:45 PM EST
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DELL
  • Previous Close 9.44
  • YTD Return 10.87%
  • Expense Ratio 1.24%
  • Category Mid-Cap Growth
  • Last Cap Gain -17.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 212.38M
  • Beta (5Y Monthly) 1.09
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 181.40%
  • Last Dividend --
  • Inception Date Mar 1, 2001

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.

Principal Funds

Fund Family

Mid-Cap Growth

Fund Category

212.38M

Net Assets

2001-03-01

Inception Date

Performance Overview: PFPPX

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Trailing returns as of 11/1/2024. Category is Mid-Cap Growth.

YTD Return

PFPPX
10.87%
Category
10.80%
?

1-Year Return

PFPPX
20.21%
Category
48.17%
?

3-Year Return

PFPPX
3.82%
Category
21.26%
?

5-Year Return

PFPPX
10.49%
Category
20.18%
?

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Holdings: PFPPX

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Top 10 Holdings (27.05% of Total Assets)

SymbolCompany% Assets
FICO
Fair Isaac Corporation 3.49%
JLL
Jones Lang LaSalle Incorporated 2.96%
GEV
GE Vernova Inc. 2.93%
PLTR
Palantir Technologies Inc. 2.84%
KKR
KKR & Co. Inc. 2.67%
TTD
The Trade Desk, Inc. 2.51%
IBKR
Interactive Brokers Group, Inc. 2.51%
EVR
Evercore Inc. 2.47%
BJ
BJ's Wholesale Club Holdings, Inc. 2.35%
AVTR
Avantor, Inc. 2.33%

Sector Weightings

Recent News: PFPPX

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Research Reports: PFPPX

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