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Principal LargeCap Growth Fund Class J (PGLJX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
4.2300+0.0500 (+1.20%)
At close: 08:00PM EDT

Principal LargeCap Growth Fund Class J

Principal Financial Group

711 High Street

Des Moines, IA 50392

800-222-5852
Management Information
Anthony Rizza,Lead Manager since January 4, 2005
Anthony Rizza, CFA - Senior Managing Director/Portfolio Manager Mr. Rizza joined Columbus Circle Investors in September 1991. Mr. Rizza previously worked for Connecticut National Bank as a Research Officer. He received his B.S. degree in Business from the University of Connecticut. Mr. Rizza has earned the right to use the Chartered Financial Analyst designation and he is a member of the Hartford Society of Security Analysts.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilyPrincipal Funds
Net Assets521.97M
YTD Return19.09%
Yield0.04%
Morningstar Rating★★
Inception DateFeb 28, 2001

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover77.20%
Average for CategoryN/A

Fees & Expenses

ExpensePGLJXCategory Average
Annual Report Expense Ratio (net)0.98%0.99%
Prospectus Net Expense Ratio0.98%N/A
Prospectus Gross Expense Ratio0.98%N/A
Max 12b1 Fee0.15%N/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales Load1.00%1.33%
3 Yr Expense Projection312N/A
5 Yr Expense Projection542N/A
10 Yr Expense Projection1,201N/A