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 Dow Down 0.42% Nasdaq Down 0.39%

Principal MidCap Growth R5 (PHPPX)

8.13 Down 0.03(0.37%) Aug 1
Prev Close:8.16
YTD Return*:9.21%
Net Assets*:122.44M
Yield*:N/A

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for PHPPX at this time.

Top Holdings

Symbol% AssetsYTD Return %
PXD3.7924.30
HAR3.5735.86
FL2.7925.53
PBI2.7720.15
NFLX2.6028.50

Fund Basics

Morningstar Overall Rating:
Total Assets:122.44M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):0.94%

Performance & Risk

YTD Return:9.21%
5y Avg Return:20.00%
Rank in Category (ytd):4
% Rank in Category (ytd):0.52%
Beta (3y):1.16
Morningstar Risk Rating:4

Fund Summary

The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium 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. The fund actively trades portfolio securities and invests its assets in the securities of foreign issuers. View More
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