PPQJX Mutual Fund

PPQJX Mutual Fund

NAV$3.12
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Fund Essentials

Net Assets
$41M
Expense Ratio
1.07%
Dividend Yield (Current)
124.02%
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+4.52%
1 Year+72.05%
3 Year+27.30%
5 Year+24.01%
10 Year+23.02%

Asset Allocation

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

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Dividend Yield (Current)
124.02%
Frequency
Annually
Latest Distribution
$3.43
-

Peer Comparison

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

PPQJX Mutual Fund Overview

PPQJX Mutual Fund (Principal MidCap Growth Fund III Class J) is managed by Principal Funds with $40.9M in net assets. PPQJX expense ratio is 1.07%, holding 322 positions across various sectors. Inception date: 2001-03-01.

PPQJX performance shows a YTD return of 4.52%. The 1-year return is 72.05% and the 5-year return is 24.01%. PPQJX dividend yield stands at 124.02%, paid annually.

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

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