PPUPX Mutual Fund
PPUPX Mutual Fund
PPUPX Mutual Fund
Principal Large Cap Growth Fund I Class R-5
PPUPX Mutual Fund Overview
PPUPX Mutual Fund (Principal Large Cap Growth Fund I Class R-5) is managed by Principal Funds with $83.2M in net assets. PPUPX expense ratio is 0.85%, holding 220 positions across various sectors. Inception date: 2000-12-06.
PPUPX performance shows a YTD return of -0.35%. The 1-year return is 0.76% and the 5-year return is 5.51%. PPUPX dividend yield stands at 15.92%, paid annually.
PPUPX 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 PPUPX holdings, PPUPX sectors, or PPUPX dividends.
PPUPX can be compared against other funds. Use PPUPX overlap to find shared positions, or PPUPX vs another fund for a side-by-side view. PPUPX alternatives are available via the screener, along with tax-loss harvesting opportunities.