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Morningstar

Principal MidCap Growth Inst PGWIX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 10.17  /  +0.10 %
  • Total Assets 224.2 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 181%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0

Morningstar’s Analysis PGWIX

Will PGWIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PGWIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PGWIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PGWIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A drop in its Process Pillar rating is the primary driver of Principal MidCap Growth Inst's downgrade to a Morningstar Medalist Rating of Negative from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PGWIX

More PGWIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apollo Global Management Inc Class A

3.49 7.5 Mil
Financial Services

DexCom Inc

3.07 6.6 Mil
Healthcare

Principal Government Money Market R-6

3.05 6.6 Mil
—

Matador Resources Co

2.68 5.8 Mil
Energy

Interactive Brokers Group Inc Class A

2.54 5.5 Mil
Financial Services

KKR & Co Inc Ordinary Shares

2.51 5.4 Mil
Financial Services

Monolithic Power Systems Inc

2.46 5.3 Mil
Technology

DoorDash Inc Ordinary Shares - Class A

2.45 5.3 Mil
Communication Services

Avantor Inc

2.40 5.2 Mil
Basic Materials

Global Payments Inc

2.36 5.1 Mil
Industrials