Nasdaq - Delayed Quote USD

Principal LargeCap Growth I R4 (PPUSX)

15.80 -0.07 (-0.44%)
As of 8:05 AM EDT. Market Open.
Loading Chart for PPUSX
DELL
  • Previous Close 15.87
  • YTD Return 10.78%
  • Expense Ratio 1.00%
  • Category Large Growth
  • Last Cap Gain 31.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 10.31B
  • Beta (5Y Monthly) 1.16
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 26.50%
  • Last Dividend 0.02
  • Inception Date Mar 1, 2013

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 purchase. It invests in growth equity securities, an investment strategy that emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average, and equity securities of companies with medium market capitalizations. The fund is non-diversified.

Principal Funds

Fund Family

Large Growth

Fund Category

10.31B

Net Assets

2013-03-01

Inception Date

Performance Overview: PPUSX

Trailing returns as of 4/18/2024. Category is Large Growth.

YTD Return

PPUSX
10.78%
Category
12.38%
 

1-Year Return

PPUSX
37.63%
Category
41.70%
 

3-Year Return

PPUSX
7.04%
Category
22.56%
 

5-Year Return

PPUSX
14.03%
Category
21.98%
 

People Also Watch

Holdings: PPUSX

Top 10 Holdings (44.19% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 9.29%
NVDA
NVIDIA Corporation 6.64%
AMZN
Amazon.com, Inc. 6.26%
AAPL
Apple Inc. 4.15%
MA
Mastercard Incorporated 3.39%
INTU
Intuit Inc. 3.31%
GOOGL
Alphabet Inc. 3.16%
ISRG
Intuitive Surgical, Inc. 2.84%
META
Meta Platforms, Inc. 2.63%
NOW
ServiceNow, Inc. 2.52%

Sector Weightings

SectorPPUSX
Technology   42.22%
Healthcare   15.61%
Industrials   5.95%
Real Estate   2.54%
Energy   0.45%
Utilities   0.02%

Recent News: PPUSX

Top Mutual Funds