PIPPX Mutual Fund

PIPPX Mutual Fund

NAV$11.76
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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%
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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

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

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