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Principal MidCap C (PMBCX)

33.28 +0.33 (+1.00%)
At close: 8:00 PM EDT

Fund Summary

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® Index. The fund also invests in foreign securities.

Principal MidCap C

Des Moines, IA 50392
711 High Street
(800) 986-3343

Fund Overview

Category Mid-Cap Growth
Fund Family Principal Funds
Net Assets 23.04B
YTD Return 3.55%
Yield 0.00%
Morningstar Rating
Inception Date Jan 16, 2007

Fund Operations

Last Dividend 0.09
Last Cap Gain 45.00
Holdings Turnover 10.10%
Average for Category --

Fees & Expenses

Expense PMBCX Category Average
Annual Report Expense Ratio (net) 1.78% 1.09%
Prospectus Net Expense Ratio 1.78% --
Prospectus Gross Expense Ratio 1.78% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Tom is the head of research for Aligned Investors, an investment boutique within Principal Global Investors. He is responsible for coordinating the research effort at Aligned Investors and also serves as portfolio manager for its MidCap and Blue Chip strategies. Tom joined the firm in 2001. He received a bachelor’s degree in finance from Drake University. Tom is a CFA charterholder and a member of the CFA Institute.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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