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PHPPX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

Principal MidCap Growth R5 (PHPPX) Ownership - Who owns Principal MidCap Growth R5?

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

Category: #Mid-Cap Growth

Profile

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

Details

Group
Domestic Stock Funds
Category
Mid-Cap Growth
Total Expense Ratio
0.93
Min. Initial Investment
N/A
Fund Existence
over 24 years
Turnover
149.50
Front Load
N/A
Net Assets
165447600.00
Manager Tenure
N/A

Fundamentals

PHPPX
Net Assets
165M
Fund Existence
over 24 years
Turnover
149.50
Total Expense Ratio
0.93
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.93
Assets in Top Ten Holdings
62.4M
Average Credit Quality
N/A
Average Effective Duration
0.15
Average Effective Maturity
0.15
Fund of Funds
No
Fund Share Class Net Assets
8.25M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.65
Modified Duration
0.15
No Load Fund
Yes
Number of Long Holdings
53.00
Number of Net Holdings
54.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
31.18%
Gain YTD
-11.901
Annual Yield % from dividends
0.00
Returns for 1 year
-1.66
Returns for 3 years
-5.75
Returns for 5 years
53.38
Returns for 10 years
38.27
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General Information

Category MidCapGrowth

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