Principal MidCap S&P 400 Index R2
Principal Funds IncPrincipal Financial Group 711 High StDes Moines, IA 50392
Map
Phone: 800-222-5852
| Category: | Mid-Cap Blend | | Fund Family: | Principal Funds | | Net Assets: | 696.25M | | Year-to-Date Return: | 8.08% | | Yield: | 0.44% | | Morningstar Rating: |  | | Fund Inception Date: | Dec 5, 2000 |
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Thomas L. Kruchten
Lead Manager since Feb 28, 2011 | | | Thomas L. Kruchten has been with Principal Global Investors, LLC since 2005. He earned a B.A. in finance from the University of Northern Iowa. Mr. Kruchten has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of Iowa. |
| Min Initial Investment: | 0 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| 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 that compose the Standard & Poor's ("S&P") MidCap 400 Index at the time of purchase. The index is designed to represent U.S. equities with risk/return characteristics of the mid cap universe. It invests in index futures and options and exchange-traded funds ("ETFs") on a daily basis to gain exposure to the index in an effort to minimize tracking error relative to the benchmark. |
| Last Dividend
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| 0.00 | | Last Cap Gain
(Dec 18, 2012)
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| 0.00 | | Annual Holdings Turnover
(Jun 3, 2013)
:
| 14.50% | | Average for Category: | 60.34% |
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| Expense | PMFNX | Category Avg |
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| Annual Report Expense Ratio (net): | 0.91% | 1.28% | | Prospectus Net Expense Ratio: | 0.92% | N/A | | Prospectus Gross Expense Ratio: | 0.92% | N/A | | Max 12b1 Fee: | 0.30% | N/A | | Max Front End Sales Load: | N/A | 5.26% | | Max Deferred Sales Load:
| N/A | 2.15% | | 3 Yr Expense Projection*: | 293 | 606 | | 5 Yr Expense Projection*: | 509 | 1,004 | | 10 Yr Expense Projection*: | 1,131 | 2,110 |
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0.24(1.37%) Jun 19