Principal MidCap Growth III J
Principal Funds Inc Principal Financial Group 711 High St Des Moines, IA 50392
Phone: 800-222-5852
| Category: |
Mid-Cap Growth |
| Fund Family: |
Principal Funds |
| Net Assets: |
26.61M |
| Year-to-Date Return: |
-4.66% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
01-Mar-01 |
|
Mariateresa Monaco
Lead Manager since
02-Jun-09 |
|
| Prior to joining PGI in 2005, she was a quantitative equity analyst at Fidelity Management and Research supporting a family of institutional equity funds. |
| Min Initial Investment: |
$1,000 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
$100 |
| Min Subsequent Investment: |
$100 |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
$100 |
|
|
|
| The investment seeks long-term growth of capital. The fund invests primarily in common stocks and other equity securities of U.S. companies with strong earnings growth potential. It normally invests at least 80% of assets in companies with market capitalizations similar to those of companies in the Russell Midcap Growth index. It may invest up to 25% of assets in foreign securities. |
| Last Dividend
|
N/A |
| Last Cap Gain
(21-Dec-07):
|
0.77 |
| Annual Holdings Turnover
|
126.20% |
| Average for Category:
|
138.22% |
|
| Expense |
PPQJX |
Category
Avg |
| Total Expense Ratio: |
1.66%
|
1.46% |
| Max 12b1 Fee: |
0.45%
|
N/A |
| Max Front End Sales Load: |
%
|
5.37% |
| Max Deferred Sales Load: |
1.00%
|
2.68% |
| 3 Yr Expense Projection*: |
$539 |
$651 |
| 5 Yr Expense Projection*: |
$928 |
$1,030 |
| 10 Yr Expense Projection*: |
$2,019 |
$2,053 |
|
|
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