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Principal MidCap B (PRMBX)

20.46 Down 0.09(0.44%) Jul 25

Profile as of Jun 29, 2014Get Profile for:
Principal MidCap B
Principal Funds IncPrincipal Financial Group 711 High StDes Moines, IA 50392
Phone: 800-222-5852
Fund Overview 
Category:Mid-Cap Growth
Fund Family:Principal Funds
Net Assets:8.74B
Year-to-Date Return:5.51%
Morningstar Rating:5 stars
Fund Inception Date:Jun 28, 2005
Morningstar Style Box 
Mid-Cap Growth
[View Category Definition]
View Top Mid-Cap Growth Funds
About the Morningstar Style Box
Management Information 
K. William Nolin
Lead Manager since Dec 6, 2000
Mr. Nolin has been with PGI since 1994. He earned a bachelor’s degree in Finance from the University of Iowa and an M.B.A. from the Yale School of Management. Mr. Nolin has earned the right to use the Chartered Financial Analyst designation.
Investment Information 
Min Initial Investment:1,000
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:100
Min Subsequent Investment:100
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:100
PRMBX can be purchased from 50 brokerages.

Fund Summary 
The investment seeks long-term growth of capital. The fund normally 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 equity securities with value and/or growth characteristics and constructs an investment portfolio that has a "blend" of equity securities with these characteristics. Investing in value equity securities is an investment strategy that emphasizes buying equity securities that appear to be undervalued.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Dec 17, 2013) : 0.00
Annual Holdings Turnover (Jul 23, 2014) : 13.00%
Average for Category:56.95%
Fees & Expenses 
ExpensePRMBXCategory Avg
Annual Report Expense Ratio (net):2.09%1.33%
Prospectus Net Expense Ratio:2.09%N/A
Prospectus Gross Expense Ratio:2.16%N/A
Max 12b1 Fee:1.00%N/A
Max Front End Sales Load:N/A5.40%
Max Deferred Sales Load: 5.00%2.30%
3 Yr Expense Projection*:1,068559
5 Yr Expense Projection*:1,352880
10 Yr Expense Projection*:2,1961,799
* Per $10,000 invested