PPUSX Mutual Fund

NAV$17.77

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%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Frequency
Annually
Latest Distribution
$2.52
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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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. View all PPUSX holdings, sector breakdown, or dividend history.

PPUSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PPUSX alternatives are available via the screener, along with tax-loss harvesting opportunities.