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Nasdaq - Delayed Quote USD

Principal MidCap Growth R1 (PMSGX)

8.36
+0.12
+(1.46%)
At close: November 22 at 8:00:57 PM EST
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  • Previous Close 8.24
  • YTD Return 12.36%
  • Expense Ratio 1.55%
  • Category Mid-Cap Growth
  • Last Cap Gain -17.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 232.48M
  • Beta (5Y Monthly) 1.08
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 181.40%
  • 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. 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

232.48M

Net Assets

2001-03-01

Inception Date

More about Principal MidCap Growth R1

Performance Overview: PMSGX

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Trailing returns as of 11/22/2024. Category is Mid-Cap Growth.

YTD Return

PMSGX
12.36%
Category
10.80%
 

1-Year Return

PMSGX
30.05%
Category
48.17%
 

3-Year Return

PMSGX
5.96%
Category
21.26%
 

5-Year Return

PMSGX
10.59%
Category
20.18%
 

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Holdings: PMSGX

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Sector Weightings

SectorPMSGX
Technology   26.23%
Financial Services   19.45%
Industrials   18.56%
Consumer Cyclical   12.43%
Energy   6.34%
Communication Services   5.76%
Healthcare   4.30%
Consumer Defensive   3.13%
Real Estate   2.27%
Utilities   1.53%
Basic Materials   0.00%
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Recent News: PMSGX

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Research Reports: PMSGX

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