PPIMX Mutual Fund

NAV$7.55

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%

Price Chart (6M)

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Top Holdings

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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
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Category rank, peer-average returns and outperformance, updated daily.
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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. View all PPIMX holdings, sector breakdown, or dividend history.

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