Principal Large Cap Growth B Principal Financial Group 711 High St Des Moines IA 50392 Map
Phone: 800-222-5852
| Category: | Large Growth | | Fund Family: | Principal Funds | | Net Assets: | 23.83M | | Year-to-Date Return: | 18.48% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jun-05 |
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Anthony Rizza
Lead Manager since
05-Jan-05 | | | Rizza is a Senior Managing Director and equity owner of Columbus Circle. He has managed the firm?s Large Cap Growth product since January 1998. Rizza holds the Chartered Financial Analyst designation. |
| 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 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of net assets (plus any borrowings for investment purposes) in equity securities of companies with market capitalizations within the range of companies in the Russell 1000 Growth index at the time of purchase. It may also invest in initial public offerings and up to 25% in foreign securities. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(21-Dec-07):
| 0.17 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 101.52% |
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| Expense | PRGBX | Category Avg | | Total Expense Ratio: | 2.13%
| 1.33% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | 5.00%
| 2.63% | | 3 Yr Expense Projection*: |
$ 1,067 | $658 | | 5 Yr Expense Projection*: |
$ 1,344 | $1,028 | | 10 Yr Expense Projection*: |
$ 2,227 | $2,035 |
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