Principal Large Cap Growth I A Principal Financial Group 711 High St Des Moines IA 50392 Map
Phone: 800-222-5852
| Category: | Large Growth | | Fund Family: | Principal Funds | | Net Assets: | 42.10M | | Year-to-Date Return: | 44.56% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jun-05 |
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Mariateresa Monaco
Lead Manager since
02-Jun-09 | | | Prior to joining PGI in 2005, she was a quantitative equity analyst at Fidelity Management and Research supporting a family of institutional equity funds. |
| 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 to maximize long-term capital appreciation. The fund normally invests at least 80% of net assets (plus any borrowings for investment purposes) in equity securities of companies with market capitalizations within the range of companies in the Russell 1000 Growth index at the time of purchase. Its investments in foreign companies will be limited to 25% of total assets. The fund looks for companies with an above-average rate of earnings and cash flow growth and a lucrative niche in the economy that gives them the ability to sustain earnings momentum even during times of slow economic growth. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(21-Dec-07):
| 0.40 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 112.30% |
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| Expense | PGGAX | Category Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.50%
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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