PFPPX Mutual Fund

PFPPX Mutual Fund

NAV$8.02
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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%
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Dividend Summary

View Details →
Frequency
Annually
Latest Distribution
$2.15
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

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. Go to all PFPPX holdings, PFPPX sectors, or PFPPX dividends.

PFPPX can be compared against other funds. Use PFPPX overlap to find shared positions, or PFPPX vs another fund for a side-by-side view. PFPPX alternatives are available via the screener, along with tax-loss harvesting opportunities.