Principal MidCap Value III R4
Principal Funds IncPrincipal Financial Group 711 High StDes Moines, IA 50392
Map
Phone: 800-222-5852
| Category: | Mid-Cap Value | | Fund Family: | Principal Funds | | Net Assets: | 300.79M | | Year-to-Date Return: | 8.34% | | Yield: | 1.24% | | Morningstar Rating: |  | | Fund Inception Date: | Dec 5, 2000 |
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Mariateresa P. Monaco
Lead Manager since Jun 15, 2010 | | | 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: | 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 with medium market capitalizations (those with market capitalizations similar to companies in the Russell Midcap ® Value Index) at the time of purchase. It invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued. The fund invests in real estate investment trusts. |
| Last Dividend
(Dec 20, 2012)
:
| 0.19 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 52.90% | | Average for Category: | 57.57% |
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| Expense | PMPPX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.06% | 1.26% | | Prospectus Net Expense Ratio: | 1.06% | N/A | | Prospectus Gross Expense Ratio: | 1.07% | N/A | | Max 12b1 Fee: | 0.10% | N/A | | Max Front End Sales Load: | N/A | 5.42% | | Max Deferred Sales Load:
| N/A | 2.20% | | 3 Yr Expense Projection*: | 339 | 620 | | 5 Yr Expense Projection*: | 589 | 957 | | 10 Yr Expense Projection*: | 1,305 | 1,915 |
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0.01(0.06%) May 21