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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 9.90  /  −0.30 %
  • Total Assets 220.5 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 Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 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.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Principal MidCap Growth Inst to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest 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 28.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Government Money Market R-6

3.56 8.3 Mil
—

Apollo Global Management Inc Class A

3.34 7.8 Mil
Financial Services

KKR & Co Inc Ordinary Shares

3.31 7.7 Mil
Financial Services

DexCom Inc

3.08 7.2 Mil
Healthcare

WR Berkley Corp

2.66 6.2 Mil
Financial Services

Matador Resources Co

2.65 6.2 Mil
Energy

Vulcan Materials Co

2.60 6.1 Mil
Basic Materials

DraftKings Inc Ordinary Shares - Class A

2.56 6.0 Mil
Consumer Cyclical

Charles River Laboratories International Inc

2.47 5.8 Mil
Healthcare

DoorDash Inc Ordinary Shares - Class A

2.40 5.6 Mil
Communication Services