PFPPX Mutual Fund

NAV$8.02

Fund Essentials

Net Assets
$10M
Expense Ratio
1.24%
Dividend Yield (Current)
-
Holdings
57
Inception Date
Dec 6, 2000
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+8.98%
1 Year+26.07%
3 Year+11.59%
5 Year+8.20%
10 Year+10.87%

Asset Allocation

Stocks: 96.18%
Cash: 3.82%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Frequency
Annually
Latest Distribution
$2.15
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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PFPPX Mutual Fund Overview

PFPPX Mutual Fund (Principal MidCap Growth Fund Class R-3) is managed by Principal Funds with $10.3M in net assets. PFPPX expense ratio is 1.24%, holding 57 positions across various sectors. Inception date: 2000-12-06.

PFPPX performance shows a YTD return of 8.98%. The 1-year return is 26.07% and the 5-year return is 8.20%.

PFPPX top holdings include a diversified portfolio. View all PFPPX holdings, sector breakdown, or dividend history.

PFPPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PFPPX alternatives are available via the screener, along with tax-loss harvesting opportunities.