PIPPX Mutual Fund

NAV$11.76

Fund Essentials

Net Assets
$6M
Expense Ratio
1.05%
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+32.49%
1 Year+34.71%
3 Year-0.35%
5 Year+13.06%
10 Year+11.28%

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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PIPPX Mutual Fund Overview

PIPPX Mutual Fund (Principal MidCap Growth Fund Class R-4) is managed by Principal Funds with $5.8M in net assets. PIPPX expense ratio is 1.05%, holding 57 positions across various sectors. Inception date: 2000-12-06.

PIPPX performance shows a YTD return of 32.49%. The 1-year return is 34.71% and the 5-year return is 13.06%.

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

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