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Principal MidCap Growth III J PPQJX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 7.98  /  +0.76 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.110%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 49%

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

Morningstar’s Analysis PPQJX

Will PPQJX outperform in future?

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

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

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.

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Portfolio Holdings PPQJX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 17.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DexCom Inc

2.55 31.8 Mil
Healthcare

IDEXX Laboratories Inc

2.17 27.1 Mil
Healthcare

PTC Inc

1.90 23.7 Mil
Technology

MSCI Inc

1.84 23.0 Mil
Financial Services

Veeva Systems Inc Class A

1.61 20.1 Mil
Healthcare

Tyler Technologies Inc

1.60 20.0 Mil
Technology

Monolithic Power Systems Inc

1.53 19.2 Mil
Technology

CrowdStrike Holdings Inc Class A

1.43 17.8 Mil
Technology

Copart Inc

1.37 17.1 Mil
Industrials

CoStar Group Inc

1.31 16.4 Mil
Real Estate