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PGRTX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

Principal SmallCap Growth I Instl (PGRTX) Ownership - Who owns Principal SmallCap Growth I Instl?

The investment seeks long-term growth of capital... Show more

Category: #Small Growth

Profile

Category
Small Growth
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com

Details

Group
Domestic Stock Funds
Category
Small Growth
Total Expense Ratio
0.99
Min. Initial Investment
N/A
Fund Existence
over 24 years
Turnover
61.20
Front Load
N/A
Net Assets
2042414000.00
Manager Tenure
N/A

Fundamentals

PGRTX
Net Assets
2.04B
Fund Existence
over 24 years
Turnover
61.20
Total Expense Ratio
0.99
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Small Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.01
Assets in Top Ten Holdings
339M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
89.9M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.85
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
1229.00
Number of Net Holdings
1231.00
Number of Short Holdings
2.00
Prospectus Acquired Expense Ratio
0.03
Weighting Top Ten Holdings
13.27%
Gain YTD
1.818
Annual Yield % from dividends
0.46
Returns for 1 year
6.72
Returns for 3 years
13.16
Returns for 5 years
-1.89
Returns for 10 years
16.28
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com