Principal MidCap Blend A
Principal Financial Group 711 High St Des Moines IA 50392
Map
Phone: 800-222-5852
| Category: | Mid-Cap Blend | | Fund Family: | Principal Funds | | Net Assets: | 435.74M | | Year-to-Date Return: | 22.22% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jun-05 |
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K. William Nolin
Lead Manager since
06-Dec-00 | | | Nolin is a portfolio manager for PGI. He serves as the portfolio manager for the firm's international small-cap equity portfolios. He joined the firm in 1994. Nolin holds the Chartered Financial Analyst 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 |
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| The investment seeks long-term growth of capital. The fund invests primarily in common stocks and other equity securities of medium-capitalization companies. It normally invests at least 80% of assets in companies with market capitalizations similar to those of companies in the Russell Midcap index. Management's security selection is based on stocks with value and/or growth characteristics, and management constructs an investment portfolio that has a "blend" of stocks with these characteristics. It may invest up to 25% of assets in foreign securities. |
| Last Dividend
(29-Dec-06):
| 0.03 | | Last Cap Gain
(10-Dec-08):
| 0.52 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 90.71% |
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| Expense | PEMGX | Category
Avg | | Total Expense Ratio: | 1.13%
| 1.36% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.26% | | Max Deferred Sales Load: | %
| 2.31% | | 3 Yr Expense Projection*: |
$ 877 | $623 | | 5 Yr Expense Projection*: |
$ 1,126 | $964 | | 10 Yr Expense Projection*: |
$ 1,837 | $1,949 |
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0.34% Nasdaq 0.00%
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