Principal MidCap’s prudent process, well-suited investment team, and appealing risk/reward profile earn its cheaper share classes a Morningstar Analyst Rating of Silver and its pricier ones a Bronze. The fund is closed to new investors.
Principal MidCap A PEMGX
NAV / 1-Day Return
28.99
/
0.66
%
Total Assets
18.1 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.980%
Expense Ratio
0.980%
Fee Level
Low
Longest Manager Tenure
19.59
years
Category
US Fund Mid-Cap Growth
Investment Style
Mid GrowthMin. Initial Investment
1,000
Status
Limited
TTM Yield
0.24%
Turnover
14%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will PEMGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillar’s below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PEMGX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PEMGX 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 PEMGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Worthy of confidence.
