PPIMX Mutual Fund

PPIMX Mutual Fund

NAV$7.55
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Fund Essentials

Net Assets
$10M
Expense Ratio
0.80%
Dividend Yield (Current)
56.03%
Holdings
322
Inception Date
Mar 1, 2001
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+5.00%
1 Year+51.27%
3 Year+21.81%
5 Year+19.28%
10 Year+18.87%

Asset Allocation

Stocks: 97.33%
Cash: 2.38%
Other: 0.29%
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Dividend Summary

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Dividend Yield (Current)
56.03%
Frequency
Annually
Latest Distribution
$3.43
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Peer Comparison

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

PPIMX Mutual Fund Overview

PPIMX Mutual Fund (Principal MidCap Growth Fund III Institutional Class) is managed by Principal Funds with $9.6M in net assets. PPIMX expense ratio is 0.80%, holding 322 positions across various sectors. Inception date: 2001-03-01.

PPIMX performance shows a YTD return of 5.00%. The 1-year return is 51.27% and the 5-year return is 19.28%. PPIMX dividend yield stands at 56.03%, paid annually.

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

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