Skip to Content
Morningstar

Principal MidCap R-6 PMAQX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 37.29  /  0.62 %
  • Total Assets 20.5 Bil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.590%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Limited
  • TTM Yield —
  • Turnover 14%

USD | NAV as of Nov 30, 2023 | 1-Day Return as of Nov 30, 2023, 11:18 PM GMT+0

Morningstar’s Analysis PMAQX

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

People Pillar

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

The results speak for themselves.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

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.

by Tony Thomas
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PMAQX

More PMAQX Holdings
  • Current Portfolio Date
  • Equity Holdings 70
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 44.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Copart Inc

5.60
1,019,393,984
Industrials

TransDigm Group Inc

5.54
1,008,327,101
Industrials

O'Reilly Automotive Inc

5.00
910,466,245
Consumer Cyclical

Brookfield Corp Registered Shs -A- Limited Vtg

4.60
837,654,079
Financial Services

Heico Corp Class A

4.55
828,717,754
Industrials

CoStar Group Inc

4.38
798,245,071
Real Estate

Hilton Worldwide Holdings Inc

4.21
767,466,265
Consumer Cyclical

KKR & Co Inc Ordinary Shares

3.54
644,180,896
Financial Services

Markel Group Inc

3.37
614,083,270
Financial Services

Vulcan Materials Co

3.34
608,263,679
Basic Materials