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Principal MidCap Growth III Inst (PPIMX)

6.71
-0.25
(-3.59%)
At close: 8:04:21 PM EDT
Loading Chart for PPIMX
  • Previous Close 6.96
  • YTD Return -8.74%
  • Expense Ratio 0.80%
  • Category Mid-Cap Growth
  • Last Cap Gain 33.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 227.38M
  • Beta (5Y Monthly) 1.17
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 54.70%
  • Last Dividend 0.00
  • Inception Date Dec 6, 2000

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. 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

227.38M

Net Assets

2000-12-06

Inception Date

Performance Overview: PPIMX

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Trailing returns as of 4/8/2025. Category is Mid-Cap Growth.

YTD Return

PPIMX
8.74%
Category
10.80%
 

1-Year Return

PPIMX
8.67%
Category
48.17%
 

3-Year Return

PPIMX
0.12%
Category
21.26%
 

5-Year Return

PPIMX
11.39%
Category
20.18%
 

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Holdings: PPIMX

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Sector Weightings

SectorPPIMX
Technology   29.93%
Industrials   18.25%
Healthcare   14.62%
Energy   3.27%
Real Estate   1.51%
Utilities   1.35%

Recent News: PPIMX

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Research Reports: PPIMX

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