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Principal Large Cap Growth II R3 (PPTMX)

10.16 Up 0.01(0.10%) Sep 2

Profile as of Jul 30, 2014Get Profile for:
Principal Large Cap Growth II R3
Principal Funds IncPrincipal Financial Group 711 High StDes Moines, IA 50392
Phone: 800-222-5852
Fund Overview 
Category:Large Growth
Fund Family:Principal Funds
Net Assets:1.16B
Year-to-Date Return:3.16%
Morningstar Rating:3 stars
Fund Inception Date:Dec 6, 2000
Morningstar Style Box 
Large Growth
[View Category Definition]
View Top Large Growth Funds
About the Morningstar Style Box
Management Information 
James W. Fennessey
Lead Manager since Jun 2, 2009
James W. Fennessey, CFA. Mr. Fennessey is a Vice President of Principal Management Corporation. Mr. Fennessey joined the Principal Financial Group in 2000. He is the Head of the Manager Research Team that is responsible for analyzing, interpreting and coordinating investment performance data and evaluation of the investment managers under the due diligence program that monitors investment managers used by the Principal Funds. Mr. Fennessey graduated from Truman State University with a BS in Business Administration, with an emphasis in Finance, and a minor in Economics. He has earned the right to use the Chartered Financial Analyst designation.
Investment Information 
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
PPTMX can be purchased from 25 brokerages.

Fund Summary 
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 large market capitalizations at the time of each purchase. It invests in growth equity securities; growth orientation emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Dec 17, 2013) : 0.00
Annual Holdings Turnover (Aug 28, 2014) : 63.60%
Average for Category:46.27%
Fees & Expenses 
ExpensePPTMXCategory Avg
Annual Report Expense Ratio (net):1.43%1.20%
Prospectus Net Expense Ratio:1.43%N/A
Prospectus Gross Expense Ratio:1.44%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:N/A5.45%
Max Deferred Sales Load: N/A2.30%
3 Yr Expense Projection*:454548
5 Yr Expense Projection*:786869
10 Yr Expense Projection*:1,7231,749
* Per $10,000 invested