Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Sunday, December 27, 2009, 7:07PM ET - U.S. Markets Closed. Dow Up 0.51% Nasdaq Up 0.71%
Principal MidCap Growth III B (PPGFX)On Dec 24: 7.89  Up 0.04 (0.51%)  
MORE ON PPGFX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Nov-09Get Profile for:
Principal MidCap Growth III B
Principal Financial Group 711 High St Des Moines IA 50392
Map
Phone: 800-222-5852
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Mid-Cap Growth
Fund Family:Principal Funds
Net Assets:5.28M
Year-to-Date Return:33.82%
Yield:0.00%
Morningstar Rating:2 stars
Fund Inception Date:28-Jun-05
MORNINGSTAR STYLE BOX 
Mid-Cap Growth
[View Category Definition]
View Top Mid-Cap Growth Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
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.
INVESTMENT INFORMATION 
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
PPGFX can be purchased from brokerages.
FUND SUMMARY 
The investment seeks long-term growth of capital. The fund invests primarily in common stocks and other equity securities of U.S. companies with strong earnings growth potential. It normally invests at least 80% of assets in companies with market capitalizations similar to those of companies in the Russell Midcap Growth index. It may invest up to 25% of assets in foreign securities.
FUND OPERATIONS 
Last Dividend YFT_NOT_APPLICABLE_ABBREVIATION
Last Cap Gain (21-Dec-07): 0.77
Annual Holdings Turnover YFT_NOT_APPLICABLE_ABBREVIATION
Average for Category: 132.16%
FEES & EXPENSES 
ExpensePPGFXCategory
Avg
Total Expense Ratio:% 1.46%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.39%
Max Deferred Sales Load:5.00% 2.68%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$707
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,038
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$2,057
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials