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Morningstar

Principal MidCap Growth R3 PFPPX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 7.72  /  0.13 %
  • Total Assets 212.2 Mil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 166%

USD | NAV as of Sep 30, 2023 | 1-Day Return as of Sep 30, 2023, 12:02 AM GMT+0

Morningstar’s Analysis PFPPX

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

People Pillar

The People Pillar is our evaluation of the PFPPX 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 PFPPX’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 R3 to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PFPPX

More PFPPX Holdings
  • Current Portfolio Date
  • Equity Holdings 58
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 26.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Verisk Analytics Inc

2.99
6,836,417
Industrials

The Trade Desk Inc Class A

2.93
6,691,228
Technology

Principal Government Money Market R-6

2.86
6,525,902
—

Quanta Services Inc

2.73
6,233,559
Industrials

Celsius Holdings Inc

2.72
6,227,603
Consumer Defensive

Vulcan Materials Co

2.69
6,155,960
Basic Materials

DexCom Inc

2.60
5,942,572
Healthcare

Datadog Inc Class A

2.51
5,747,217
Technology

Monolithic Power Systems Inc

2.46
5,612,389
Technology

argenx SE ADR

2.41
5,511,310
Healthcare