PPQMX Mutual Fund

PPQMX Mutual Fund

NAV$5.51
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Fund Essentials

Net Assets
$4M
Expense Ratio
1.37%
Dividend Yield (Current)
74.98%
Holdings
322
Inception Date
Dec 6, 2000
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+4.62%
1 Year+57.99%
3 Year+19.07%
5 Year+12.06%
10 Year+12.70%

Asset Allocation

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

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Dividend Yield (Current)
74.98%
Frequency
Annually
Latest Distribution
$3.43
-

Peer Comparison

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

PPQMX Mutual Fund Overview

PPQMX Mutual Fund (Principal MidCap Growth Fund III Class R-3) is managed by Principal Funds with $4.0M in net assets. PPQMX expense ratio is 1.37%, holding 322 positions across various sectors. Inception date: 2000-12-06.

PPQMX performance shows a YTD return of 4.62%. The 1-year return is 57.99% and the 5-year return is 12.06%. PPQMX dividend yield stands at 74.98%, paid annually.

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

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