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Morningstar

Principal MidCap Growth III Inst PPIMX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 11.35  /  0.44 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 44%

USD | NAV as of Nov 30, 2023 | 1-Day Return as of Nov 30, 2023, 11:18 PM GMT+0

Morningstar’s Analysis PPIMX

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

People Pillar

The People Pillar is our evaluation of the PPIMX 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 PPIMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Principal MidCap Growth III Inst's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PPIMX

More PPIMX Holdings
  • Current Portfolio Date
  • Equity Holdings 367
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 17.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MSCI Inc

2.13
22,923,932
Financial Services

IDEXX Laboratories Inc

1.97
21,214,254
Healthcare

DexCom Inc

1.90
20,508,093
Healthcare

Veeva Systems Inc Class A

1.74
18,800,017
Healthcare

PTC Inc

1.72
18,572,651
Technology

Tyler Technologies Inc

1.67
18,033,817
Technology

Principal Government Money Market R-6

1.64
17,711,581
—

Synopsys Inc

1.56
16,789,522
Technology

Monolithic Power Systems Inc

1.44
15,545,272
Technology

Copart Inc

1.43
15,385,060
Industrials