Nasdaq - Delayed Quote • USD
Principal MidCap Growth Fund III (PHASX)
At close: 8:00 PM EDT
Fund Summary
Under normal circumstances, 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 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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 43.94% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -1.37% |
| 5y Average Return | 8.11% |
| Rank in Category (ytd) | 78 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.16 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PHASX | Category Average | PHASX | Category Average | PHASX | Category Average | |
| Alpha | -9.3 | 0.01 | -4.8 | 0.01 | -4.1 | -0.02 |
| BETA | 1.16 | 0.01 | 1.1 | 0.01 | 1.1 | 0.01 |
| Mean Annual Return | 0.39 | 0.02 | 1.03 | 0.02 | 0.87 | 0.01 |
| R-squared | 87.9 | 0.82 | 86.07 | 0.79 | 85.83 | 0.8 |
| Standard Deviation | 21.7 | 0.23 | 21.82 | 0.19 | 17.97 | 0.17 |
| Sharpe Ratio | 0.08 | 0.01 | 0.47 | 0.01 | 0.5 | 0.01 |
| Treynor Ratio | -0.52 | 0.18 | 7.56 | 0.17 | 7.06 | 0.12 |
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