Nasdaq - Delayed Quote
USD
Principal MidCap A (PEMGX)
38.97
-0.09
(-0.23%)
At close: 8:10:22 AM EST
Top 10 Holdings (42.82% of Total Assets)
Sector Weightings
Sector
PEMGX
Financial Services
25.62%
Industrials
16.81%
Technology
13.94%
Consumer Cyclical
12.65%
Basic Materials
9.70%
Communication Services
8.17%
Healthcare
6.65%
Real Estate
3.60%
Utilities
2.85%
Consumer Defensive
0.00%
Energy
0.00%
Overall Portfolio Composition (%)
| Cash | 0.00% |
| Stocks | 100.00% |
|---|---|
| Bonds | 0.00% |
| Others | 0.00% |
| Preferred | 0.00% |
| Convertible | 0.00% |
Bond Ratings
| US Government | 0.00% |
| AAA | -- |
|---|---|
| AA | -- |
| A | -- |
| BBB | -- |
| BB | -- |
| B | -- |
| Below B | -- |
| Other | -- |
Equity Holdings
| Average | PEMGX | Category Average |
|---|---|---|
|
Price/Earnings
|
0.03 | 35.75 |
|
Price/Book
|
0.26 | 5.98 |
|
Price/Sales
|
0.36 | 4.25 |
|
Price/Cashflow
|
0.06 | 25.61 |
|
Median Market Cap
|
34,939.65 | 19,464.95 |
|
3 Year Earnings Growth
|
7.97 | 16.64 |
Bond Holdings
Bond Holdings Information Not Available
Performance & Risk
| YTD Return | -4.32% |
| 5y Average Return | 2.69% |
| Rank in Category (ytd) | 98 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Principal Funds |
| Net Assets | 19.96B |
| YTD Return | -11.12% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 06, 2000 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations. For this fund, companies with medium market capitalizations are those with market capitalizations within the range of companies comprising the Russell MidCap® Index. The fund also invests in foreign securities.
