Nasdaq - Delayed Quote USD

Principal MidCap Growth R5 (PHPPX)

11.91
+0.11
+(0.93%)
As of 8:06:58 AM EDT. Market Open.
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  • Previous Close 11.80
  • YTD Return -9.59%
  • Expense Ratio 0.93%
  • Category Mid-Cap Growth
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 169.92M
  • Beta (5Y Monthly) 1.16
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 149.50%
  • Last Dividend 0.01
  • 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. For this fund, companies with medium market capitalizations are those with market capitalizations within the range of companies comprising the Russell MidCap ® Growth Index.

Principal Funds

Fund Family

Mid-Cap Growth

Fund Category

169.92M

Net Assets

2001-03-01

Inception Date

More about Principal MidCap Growth R5

Performance Overview: PHPPX

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Trailing returns as of 5/29/2025. Category is Mid-Cap Growth.

YTD Return

PHPPX
9.59%
Category
10.80%
 

1-Year Return

PHPPX
8.53%
Category
48.17%
 

3-Year Return

PHPPX
3.25%
Category
21.26%
 

5-Year Return

PHPPX
10.61%
Category
20.18%
 

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Holdings: PHPPX

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Sector Weightings

SectorPHPPX
Technology   31.58%
Financial Services   16.11%
Industrials   14.72%
Consumer Cyclical   11.80%
Healthcare   9.64%
Communication Services   6.93%
Energy   4.28%
Consumer Defensive   2.68%
Real Estate   2.25%
Basic Materials   0.00%
Utilities   0.00%
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Recent News: PHPPX

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Research Reports: PHPPX

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