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Morningstar

Principal MidCap Growth III Inst PPIMX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 11.92  /  −0.08 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • 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 49%

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

Morningstar’s Analysis PPIMX

Will PPIMX 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 PPIMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PPIMX 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 PPIMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Principal MidCap Growth III Inst's Average People Pillar and Process Pillar ratings result in 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 second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PPIMX

More PPIMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DexCom Inc

2.63 33.3 Mil
Healthcare

Principal Government Money Market R-6

2.45 30.9 Mil
—

IDEXX Laboratories Inc

1.89 23.9 Mil
Healthcare

Tyler Technologies Inc

1.72 21.8 Mil
Technology

Monolithic Power Systems Inc

1.68 21.2 Mil
Technology

PTC Inc

1.54 19.5 Mil
Technology

CoStar Group Inc

1.53 19.3 Mil
Real Estate

Veeva Systems Inc Class A

1.51 19.1 Mil
Healthcare

MSCI Inc

1.41 17.9 Mil
Financial Services

Align Technology Inc

1.33 16.8 Mil
Healthcare