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Principal MidCap Growth R1 PMSGX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 6.88  /  0.00
  • Total Assets 226.2 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.550%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Limited
  • TTM Yield
  • Turnover 181%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:18 PM GMT+0

Morningstar’s Analysis PMSGX

Will PMSGX 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 R1 to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research


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

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Portfolio Holdings PMSGX

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

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

Marvell Technology Inc

2.91 6.3 Mil

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

Synopsys Inc

2.56 5.5 Mil

Zscaler Inc

2.54 5.5 Mil

MongoDB Inc Class A

2.53 5.4 Mil