PPUSX Mutual Fund

PPUSX Mutual Fund

NAV$17.77
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Fund Essentials

Net Assets
$43M
Expense Ratio
0.97%
Dividend Yield (Current)
-
Holdings
413
Inception Date
Dec 6, 2000
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+27.71%
1 Year+32.61%
3 Year+5.50%
5 Year+14.27%
10 Year+14.27%

Asset Allocation

Stocks: 97.46%
Cash: 2.31%
Other: 0.23%
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Dividend Summary

View Details →
Frequency
Annually
Latest Distribution
$2.52
-

Peer Comparison

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

PPUSX Mutual Fund Overview

PPUSX Mutual Fund (Principal Large Cap Growth Fund I Class R-4) is managed by Principal Funds with $42.8M in net assets. PPUSX expense ratio is 0.97%, holding 413 positions across various sectors. Inception date: 2000-12-06.

PPUSX performance shows a YTD return of 27.71%. The 1-year return is 32.61% and the 5-year return is 14.27%.

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

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