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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
    1.550%
  • 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

Summary

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
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