PGWIX Mutual Fund

PGWIX Mutual Fund

NAV$9.70
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Fund Essentials

Net Assets
$79M
Expense Ratio
0.75%
Dividend Yield (Current)
-
Holdings
57
Inception Date
Mar 1, 2001
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+9.18%
1 Year+26.63%
3 Year+12.09%
5 Year+8.71%
10 Year+11.15%

Asset Allocation

Stocks: 96.18%
Cash: 3.82%
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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

PGWIX Mutual Fund Overview

PGWIX Mutual Fund (Principal MidCap Growth Fund Institutional Class) is managed by Principal Funds with $78.9M in net assets. PGWIX expense ratio is 0.75%, holding 57 positions across various sectors. Inception date: 2001-03-01.

PGWIX performance shows a YTD return of 9.18%. The 1-year return is 26.63% and the 5-year return is 8.71%.

PGWIX top holdings include a diversified portfolio. Go to all PGWIX holdings, PGWIX sectors, or PGWIX dividends.

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