Under unassuming lead manager Bill Nolin, Principal MidCap’s people, process, and track record all deserve praise. The strategy is closed to most new investors.
Principal MidCap Institutional PCBIX
- NAV / 1-Day Return 41.34 / 0.00
- Total Assets 23.7 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.680%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment —
- Status Limited
- TTM Yield 0.03%
- Turnover 10%
USD | NAV as of Mar 18, 2024 | 1-Day Return as of Mar 18, 2024, 10:18 PM GMT+0
Morningstar’s Analysis PCBIX
Will PCBIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 44.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
TransDigm Group Inc | 5.69 | 1.2 Bil | Industrials |
Brookfield Corp Registered Shs -A- Limited Vtg | 5.03 | 1.1 Bil | Financial Services |
Copart Inc | 4.96 | 1.1 Bil | Industrials |
O'Reilly Automotive Inc | 4.63 | 1.0 Bil | Consumer Cyclical |
KKR & Co Inc Ordinary Shares | 4.51 | 990.1 Mil | Financial Services |
Hilton Worldwide Holdings Inc | 4.35 | 955.3 Mil | Consumer Cyclical |
Heico Corp Class A | 4.33 | 951.1 Mil | Industrials |
CoStar Group Inc | 4.12 | 904.7 Mil | Real Estate |
Brown & Brown Inc | 3.25 | 713.6 Mil | Financial Services |
Vulcan Materials Co | 3.25 | 713.6 Mil | Basic Materials |