Nasdaq - Delayed Quote • USD
Principal MidCap Growth Fund III (PHASX)
As of 8:05 AM EDT. Market Open.
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7.21 - YTD Return 0.27%
- Expense Ratio 1.06%
- Category Mid-Cap Growth
- Last Cap Gain 10.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 1.27B
- Beta (5Y Monthly) 1.15
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 49.40%
- Last Dividend --
- Inception Date Mar 1, 2001
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations at the time of purchase. It invests in growth equity securities, an investment strategy that emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average.
Principal Funds
Fund Family
Mid-Cap Growth
Fund Category
1.27B
Net Assets
2001-03-01
Inception Date
Performance Overview: PHASX
Trailing returns as of 6/5/2024. Category is Mid-Cap Growth.
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Holdings: PHASX
Top 10 Holdings (17.71% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorPHASX
Technology 26.91%
Industrials 22.81%
Healthcare 18.77%
Consumer Cyclical 11.64%
Financial Services 6.57%
Consumer Defensive 3.74%
Energy 3.60%
Real Estate 2.05%
Communication Services 1.88%
Basic Materials 1.35%
Utilities 0.69%
Recent News: PHASX
Research Reports: PHASX
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