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Nasdaq - Delayed Quote USD
Principal MidCap Growth III R1 (PHASX)
8.28
+0.12
+(1.47%)
At close: November 22 at 8:00:56 PM EST
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8.16 - YTD Return 3.43%
- Expense Ratio 1.68%
- Category Mid-Cap Growth
- Last Cap Gain 10.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 474.13M
- Beta (5Y Monthly) 1.13
- 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
474.13M
Net Assets
2001-03-01
Inception Date
Performance Overview: PHASX
View MoreTrailing returns as of 11/22/2024. Category is Mid-Cap Growth.
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Holdings: PHASX
View MoreSector Weightings
SectorPHASX
Technology 28.90%
Industrials 21.76%
Consumer Cyclical 14.57%
Healthcare 12.98%
Financial Services 10.03%
Energy 3.05%
Consumer Defensive 2.71%
Utilities 1.69%
Communication Services 1.58%
Real Estate 1.55%
Basic Materials 1.20%
Recent News: PHASX
View MoreResearch Reports: PHASX
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21.16
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18.07
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16.78
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LPVRX BlackRock LifePath Dyn 2055 R
17.96
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21.56
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GIBIX Guggenheim Total Return Bond Instl
24.00
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23.98
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LPHRX BlackRock LifePath Dyn 2045 R
16.73
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LPJKX BlackRock LifePath Dyn 2035 K
15.55
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LPJIX BlackRock LifePath Dyn 2035 Instl
15.25
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LPSGX BlackRock LifePath Dyn 2050 K
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LPRFX BlackRock LifePath Dyn 2050 Investor A
21.37
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