Principal Discp Large Cap Blend B Principal Financial Group 711 High St Des Moines IA 50392 Map
Phone: 800-222-5852
| Category: | Large Blend | | Fund Family: | Principal Funds | | Net Assets: | 19.39M | | Year-to-Date Return: | 15.05% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jun-05 |
|
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. |
| 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 |
|
| |
| 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. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(6-Dec-07):
| 1.92 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 70.87% |
|
| Expense | PBABX | Category Avg | | Total Expense Ratio: | 2.07%
| 1.09% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | 5.00%
| 2.59% | | 3 Yr Expense Projection*: |
$ 1,049 | $774 | | 5 Yr Expense Projection*: |
$ 1,314 | $1,287 | | 10 Yr Expense Projection*: |
$ 2,138 | $2,366 |
|
|