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Principal MidCap Growth R5 PHPPX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 10.77  /  +1.03 %
  • Total Assets 229.8 Mil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.930%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 181%

USD | NAV as of Mar 02, 2024 | 1-Day Return as of Mar 02, 2024, 1:23 AM GMT+0

Morningstar’s Analysis PHPPX

Will PHPPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Principal MidCap Growth R5 to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings PHPPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 27.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apollo Global Management Inc Class A

3.24 7.0 Mil
Financial Services

KKR & Co Inc Ordinary Shares

3.11 6.7 Mil
Financial Services

DexCom Inc

2.93 6.3 Mil
Healthcare

Marvell Technology Inc

2.91 6.3 Mil
Technology

Principal Government Money Market R-6

2.70 5.8 Mil

WR Berkley Corp

2.68 5.8 Mil
Financial Services

Global Payments Inc

2.57 5.5 Mil
Industrials

Synopsys Inc

2.56 5.5 Mil
Technology

Zscaler Inc

2.54 5.5 Mil
Technology

MongoDB Inc Class A

2.53 5.4 Mil
Technology