PHPPX Mutual Fund

PHPPX Mutual Fund

NAV$10.12
See how much of PHPPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials

Net Assets
$11M
Expense Ratio
0.93%
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+9.13%
1 Year+26.38%
3 Year+11.91%
5 Year+8.53%
10 Year+11.21%

Asset Allocation

Stocks: 96.18%
Cash: 3.82%
See how much of PHPPX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

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

PHPPX Mutual Fund Overview

PHPPX Mutual Fund (Principal MidCap Growth Fund Class R-5) is managed by Principal Funds with $11.1M in net assets. PHPPX expense ratio is 0.93%, holding 57 positions across various sectors. Inception date: 2000-12-06.

PHPPX performance shows a YTD return of 9.13%. The 1-year return is 26.38% and the 5-year return is 8.53%.

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

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