Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Thursday, December 17, 2009, 8:17AM ET - U.S. Markets open in 1 hour and 13 minutes. Dow Down 0.10% Nasdaq  0.00%
Principal Discp Large Cap Blend B (PBABX)On Dec 16: 10.97  Up 0.03 (0.27%)  
MORE ON PBABX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Nov-09Get Profile for:
Principal Discp Large Cap Blend B
Principal Funds Inc Principal Financial Group 711 High St Des Moines, IA 50392
Map
Phone: 800-222-5852
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Large Blend
Fund Family:Principal Funds
Net Assets:18.77M
Year-to-Date Return:17.99%
Yield:0.00%
Morningstar Rating:2 stars
Fund Inception Date:28-Jun-05
MORNINGSTAR STYLE BOX 
Large Blend
[View Category Definition]
View Top Large Blend Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
Jeffery A. Schwarte
Lead Manager since 30-Dec-02
Schwarte is a portfolio manager at PGI. He manages the large-cap core portfolios and is co-portfolio manager on the midcap value strategies. Schwarte joined the firm in 1993 as a staff auditor and has held various positions before moving to an equity research position in 2000. He is a Certified Internal Auditor, and a Fellow of the Life Management Institute (FLMI). Schwarte holds the Chartered Financial Analyst designation and the Certified Public Accountant designation.
INVESTMENT INFORMATION 
Min Initial Investment:$1,000
Min Initial Investment, IRA:NaN
Min Initial Investment, AIP:$100
Min Subsequent Investment:$100
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:$100
PBABX can be purchased from brokerages.
FUND SUMMARY 
The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in common stocks of companies with large market capitalizations similar to companies in Standard & Poor's 500 index at the time of purchase. In selecting securities, management looks at stocks with value and/or growth characteristics and constructs an investment portfolio that has a "blend" of stocks with these characteristics.
FUND OPERATIONS 
Last Dividend YFT_NOT_APPLICABLE_ABBREVIATION
Last Cap Gain (6-Dec-07): 1.92
Annual Holdings Turnover YFT_NOT_APPLICABLE_ABBREVIATION
Average for Category: 78.74%
FEES & EXPENSES 
ExpensePBABXCategory
Avg
Total Expense Ratio:% 1.08%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.25%
Max Deferred Sales Load:5.00% 2.63%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$781
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,299
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$2,389
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials