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Principal Large Cap Blend II R3 (PPZMX)

11.14 Up 0.08(0.72%) Sep 16

Profile as of Aug 30, 2014Get Profile for:
Principal Large Cap Blend II R3
Principal Funds IncPrincipal Financial Group 711 High StDes Moines, IA 50392
Phone: 800-222-5852
Fund Overview 
Category:Large Blend
Fund Family:Principal Funds
Net Assets:658.22M
Year-to-Date Return:8.26%
Morningstar Rating:3 stars
Fund Inception Date:Dec 6, 2000
Morningstar Style Box 
Large Blend
[View Category Definition]
View Top Large Blend Funds
About the Morningstar Style Box
Management Information 
Mariateresa M. Monaco
Lead Manager since Jun 2, 2009
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: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
PPZMX 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 also invests in securities of foreign issuers. Employing a "blend" strategy, the fund's assets are invested in equity securities with both growth and/or value characteristics.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Dec 17, 2013) : 0.00
Annual Holdings Turnover (Sep 14, 2014) : 47.00%
Average for Category:41.96%
Fees & Expenses 
ExpensePPZMXCategory Avg
Annual Report Expense Ratio (net):1.30%1.08%
Prospectus Net Expense Ratio:1.30%N/A
Prospectus Gross Expense Ratio:1.32%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:N/A5.27%
Max Deferred Sales Load: N/A2.19%
3 Yr Expense Projection*:416576
5 Yr Expense Projection*:721923
10 Yr Expense Projection*:1,5881,886
* Per $10,000 invested