Principal MidCap Growth Fund Institutional Class
PGWIX
NASDAQ
| Weiss Ratings | PGWIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | PGWIX-NASDAQ | Click to Compare |
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| Provider | Principal Funds | |||
| Manager/Tenure (Years) | Christopher T. Corbett (8), Marc R. Shapiro (4) | |||
| Website | -- | |||
| Fund Information | PGWIX-NASDAQ | Click to Compare |
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| Fund Name | Principal MidCap Growth Fund Institutional Class | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Mar 01, 2001 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PGWIX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | PGWIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.55% | |||
| Asset Allocation | PGWIX-NASDAQ | Click to Compare |
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| Cash | 1.98% | |||
| Stock | 97.92% | |||
| U.S. Stock | 95.04% | |||
| Non-U.S. Stock | 2.88% | |||
| Bond | 0.09% | |||
| U.S. Bond | 0.09% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | PGWIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.82% | |||
| 30-Day Total Return | 1.38% | |||
| 60-Day Total Return | 1.46% | |||
| 90-Day Total Return | 9.17% | |||
| Year to Date Total Return | 9.26% | |||
| 1-Year Total Return | 21.06% | |||
| 2-Year Total Return | 42.20% | |||
| 3-Year Total Return | 43.80% | |||
| 5-Year Total Return | 56.42% | |||
| Price | PGWIX-NASDAQ | Click to Compare |
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| 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 | PGWIX-NASDAQ | Click to Compare |
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| Nav | $9.70 | |||
| 1-Month Low NAV | $9.70 | |||
| 1-Month High NAV | $13.01 | |||
| 52-Week Low NAV | $9.03 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $13.01 | |||
| 52-Week High Price (Date) | Sep 11, 2025 | |||
| Beta / Standard Deviation | PGWIX-NASDAQ | Click to Compare |
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| Beta | 1.05 | |||
| Standard Deviation | 21.05 | |||
| Balance Sheet | PGWIX-NASDAQ | Click to Compare |
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| Total Assets | 195.89M | |||
| Operating Ratios | PGWIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.75% | |||
| Turnover Ratio | 149.50% | |||
| Performance | PGWIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 28.02% | |||
| Last Bear Market Total Return | -22.23% | |||