PPUMX Mutual Fund
PPUMX Mutual Fund
PPUMX Mutual Fund
Principal Large Cap Growth Fund I Class R-3
PPUMX Mutual Fund Overview
PPUMX Mutual Fund (Principal Large Cap Growth Fund I Class R-3) is managed by Principal Funds with $55.7M in net assets. PPUMX expense ratio is 1.16%, holding 220 positions across various sectors. Inception date: 2000-12-06.
PPUMX performance shows a YTD return of -0.53%. The 1-year return is 0.52% and the 5-year return is 5.19%. PPUMX dividend yield stands at 19.78%, paid annually.
PPUMX top holdings include Amgen Inc 3.15 02/21/2040 (12.2%), NVDA (10.7%), MSFT (9.1%), Eli Lilly & Co 5 02/09/2054 (7.2%), AAPL (7.0%). Go to all PPUMX holdings, PPUMX sectors, or PPUMX dividends.
PPUMX can be compared against other funds. Use PPUMX overlap to find shared positions, or PPUMX vs another fund for a side-by-side view. PPUMX alternatives are available via the screener, along with tax-loss harvesting opportunities.