PPQPX Mutual Fund

PPQPX Mutual Fund

NAV$7.41
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Fund Essentials

Net Assets
$3M
Expense Ratio
1.06%
Dividend Yield (Current)
57.07%
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+4.69%
1 Year+51.27%
3 Year+18.05%
5 Year+11.62%
10 Year+12.66%

Asset Allocation

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

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Dividend Yield (Current)
57.07%
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

PPQPX Mutual Fund Overview

PPQPX Mutual Fund (Principal MidCap Growth Fund III Class R-5) is managed by Principal Funds with $2.9M in net assets. PPQPX expense ratio is 1.06%, holding 322 positions across various sectors. Inception date: 2000-12-06.

PPQPX performance shows a YTD return of 4.69%. The 1-year return is 51.27% and the 5-year return is 11.62%. PPQPX dividend yield stands at 57.07%, paid annually.

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

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