PPUMX Mutual Fund

PPUMX Mutual Fund (Principal Large Cap Growth Fund I Class R-3) is managed by Principal Funds with $59.0M in net assets. PPUMX expense ratio is 1.16%, holding 416 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2000-12-06.

PPUMX performance shows a YTD return of -0.53%. The 1-year return is 0.52% and the 5-year return is 5.19%. PPUMX dividend yield stands at 20.41%, paid annually.

PPUMX top holdings include Nvidia Corp. (10.7%), Microsoft Corp (9.1%), Apple, Inc (7.0%), Alphabet Inc Common Stock USD 0.001 (5.9%), Broadcom Inc (5.0%). Go to all PPUMX holdings, PPUMX sectors, or PPUMX dividends.

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