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    Principal Large Cap Growth II R2 (PPTNX)

    6.76 Down 0.08(1.17%) Apr 28

    Profile as of Mar 30, 2016Get Profile for:
    Principal Large Cap Growth II R2
    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:577.32M
    Year-to-Date Return:0.44%
    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
    Mr. Fennessey, CFA, 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
    PPTNX can be purchased from 17 brokerages.

    Fund Summary 
    The investment seeks long-term growth of capital. Under normal circumstances, the fund 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 purchase. The fund 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 16, 2015) : 0.00
    Annual Holdings Turnover (Apr 26, 2016) : 86.10%
    Average for Category:53.00%
    Fees & Expenses 
    ExpensePPTNXCategory Avg
    Annual Report Expense Ratio (net):1.60%1.16%
    Prospectus Net Expense Ratio:1.60%N/A
    Prospectus Gross Expense Ratio:1.64%N/A
    Max 12b1 Fee:0.30%N/A
    Max Front End Sales Load:N/A5.45%
    Max Deferred Sales Load: N/A2.07%
    3 Yr Expense Projection*:513504
    5 Yr Expense Projection*:887795
    10 Yr Expense Projection*:1,9401,624
    * Per $10,000 invested