Principal Inv LargeCap Growth AdvSel 711 High Street
Phone: 800-547-7754
| Category: |
Large Growth |
| Fund Family: |
Principal Investors |
| Net Assets: |
23.84M |
| Year-to-Date Return: |
22.10% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
06-Dec-00 |
|
Anthony Rizza
Lead Manager since
07-Jan-05 |
|
| Rizza is portfolio manger with Columbus Circle. He joined the firm in1991. Rizza had previously worked with Connecticut National Bank as a Research Officer. He is a member of the Hartford Society of Security Analysts. Rizza holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$0 |
| Min Initial Investment, IRA: |
$0 |
| Min Initial Investment, AIP: |
$0 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$0 |
|
|
|
| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in common stocks of companies with large market capitalizations (those with market capitalizations similar to companies in the Russell 1000 Growth Index) at the time of purchase). It uses a bottom-up approach focusing on individual stock selection rather than forecasting market trends in its selection of individual securities that it believes have an above average potential for earnings growth. |
| Last Dividend
(23-Dec-04):
|
0.03 |
| Last Cap Gain
(21-Dec-07):
|
0.17 |
| Annual Holdings Turnover
|
138.00% |
| Average for Category:
|
99.57% |
|
| Expense |
PCPPX |
Category Avg |
| Total Expense Ratio: |
1.29%
|
1.37% |
| Max 12b1 Fee: |
0.30%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.38% |
| Max Deferred Sales Load: |
0.00%
|
2.71% |
| 3 Yr Expense Projection*: |
$440 |
$632 |
| 5 Yr Expense Projection*: |
$761 |
$958 |
| 10 Yr Expense Projection*: |
$1,669 |
$1,894 |
|
|