Nasdaq - Delayed Quote USD

Principal MidCap Growth III R3 (PPQMX)

10.94 +0.18 (+1.67%)
At close: 8:00 PM EST
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DELL
  • Previous Close 10.76
  • YTD Return 3.70%
  • Expense Ratio 1.37%
  • Category Mid-Cap Growth
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 438.12M
  • Beta (5Y Monthly) 1.12
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 49.40%
  • Last Dividend --
  • 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 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

438.12M

Net Assets

2000-12-06

Inception Date

Performance Overview: PPQMX

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Trailing returns as of 11/20/2024. Category is Mid-Cap Growth.

YTD Return

PPQMX
3.70%
Category
10.80%
 

1-Year Return

PPQMX
24.61%
Category
48.17%
 

3-Year Return

PPQMX
3.87%
Category
21.26%
 

5-Year Return

PPQMX
8.52%
Category
20.18%
 

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Holdings: PPQMX

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Top 10 Holdings (17.16% of Total Assets)

SymbolCompany% Assets
MPWR
MPWR 2.20%
TYL
TYL 2.04%
PGWXX
PGWXX 1.98%
MSCI
MSCI 1.91%
IDXX
IDXX 1.67%
VEEV
VEEV 1.58%
VRT
VRT 1.57%
PTC
PTC 1.57%
CSGP
CSGP 1.33%
ZBRA
ZBRA 1.30%

Sector Weightings

SectorPPQMX
Technology   28.79%
Industrials   21.46%
Healthcare   14.74%
Energy   2.89%
Real Estate   1.85%
Utilities   1.46%

Recent News: PPQMX

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Research Reports: PPQMX

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