Principal MidCap Growth Fund R-3 Class
PFPPX
NASDAQ
| Weiss Ratings | PFPPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | PFPPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Principal Funds | |||
| Manager/Tenure (Years) | Christopher T. Corbett (8), Marc R. Shapiro (4) | |||
| Website | -- | |||
| Fund Information | PFPPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Principal MidCap Growth Fund R-3 Class | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 06, 2000 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PFPPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | PFPPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.64% | |||
| Asset Allocation | PFPPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 3.92% | |||
| Stock | 96.05% | |||
| U.S. Stock | 94.08% | |||
| Non-U.S. Stock | 1.97% | |||
| Bond | 0.04% | |||
| U.S. Bond | 0.04% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | PFPPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.09% | |||
| 30-Day Total Return | 9.33% | |||
| 60-Day Total Return | 10.78% | |||
| 90-Day Total Return | 0.50% | |||
| Year to Date Total Return | -2.44% | |||
| 1-Year Total Return | 12.41% | |||
| 2-Year Total Return | 26.71% | |||
| 3-Year Total Return | 22.20% | |||
| 5-Year Total Return | 60.16% | |||
| Price | PFPPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | PFPPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $9.96 | |||
| 1-Month Low NAV | $9.15 | |||
| 1-Month High NAV | $10.12 | |||
| 52-Week Low NAV | $7.87 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $11.13 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | PFPPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.01 | |||
| Standard Deviation | 21.78 | |||
| Balance Sheet | PFPPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 169.92M | |||
| Operating Ratios | PFPPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.24% | |||
| Turnover Ratio | 149.50% | |||
| Performance | PFPPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 27.81% | |||
| Last Bear Market Total Return | -22.23% | |||