Nasdaq - Delayed Quote USD

Principal MidCap Growth III J (PPQJX)

7.73 +0.01 (+0.13%)
At close: 8:06 AM EDT
Loading Chart for PPQJX
DELL
  • Previous Close 7.72
  • YTD Return -0.13%
  • Expense Ratio 1.68%
  • Category Mid-Cap Growth
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.26B
  • Beta (5Y Monthly) 1.16
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 49.40%
  • Last Dividend --
  • Inception Date Nov 1, 2004

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

1.26B

Net Assets

2004-11-01

Inception Date

Performance Overview: PPQJX

Trailing returns as of 5/10/2024. Category is Mid-Cap Growth.

YTD Return

PPQJX
0.13%
Category
10.80%
 

1-Year Return

PPQJX
11.65%
Category
48.17%
 

3-Year Return

PPQJX
1.27%
Category
21.26%
 

5-Year Return

PPQJX
8.45%
Category
20.18%
 

People Also Watch

Holdings: PPQJX

Top 10 Holdings (20.62% of Total Assets)

SymbolCompany% Assets
PGWXX
PGWXX 5.50%
DXCM
DexCom, Inc. 2.66%
IDXX
IDEXX Laboratories, Inc. 1.92%
VEEV
Veeva Systems Inc. 1.64%
MPWR
Monolithic Power Systems, Inc. 1.57%
MSCI
MSCI Inc. 1.57%
PTC
PTC Inc. 1.52%
TYL
Tyler Technologies, Inc. 1.46%
FND
Floor & Decor Holdings, Inc. 1.39%
CSGP
CoStar Group, Inc. 1.38%

Sector Weightings

SectorPPQJX
Technology   26.40%
Industrials   23.18%
Healthcare   19.06%
Energy   3.34%
Real Estate   1.92%
Utilities   0.11%

Recent News: PPQJX

Research Reports: PPQJX

Top Mutual Funds