Nasdaq - Delayed Quote • USD
Principal LargeCap Growth Fund I R-2 Class (PPUNX)
At close: March 1 at 8:00 PM EST
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 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. The fund is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 50.94% |
| Worst 1Y Total Return | -41.05% |
| Number of Years Up | 16 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 10.55% |
| 5y Average Return | 12.66% |
| Rank in Category (ytd) | 61 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PPUNX | Category Average | PPUNX | Category Average | PPUNX | Category Average | |
| Alpha | 5.51 | 0.03 | 4.92 | 0.04 | 1.37 | 0.01 |
| BETA | 0.99 | 0.01 | 0.99 | 0.01 | 1.05 | 0.01 |
| Mean Annual Return | 1.7 | 0.02 | 1.79 | 0.02 | 1.3 | 0.01 |
| R-squared | 94.97 | 0.89 | 89.74 | 0.87 | 89.25 | 0.87 |
| Standard Deviation | 18.78 | 0.2 | 15.71 | 0.16 | 15.03 | 0.15 |
| Sharpe Ratio | 1.01 | 0.01 | 1.29 | 0.01 | 1 | 0.01 |
| Treynor Ratio | 19.07 | 0.21 | 21.38 | 0.21 | 14.16 | 0.15 |
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