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Morningstar

Principal MidCap Growth III R5 PPQPX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 10.82  /  0.28 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • 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 44%

USD | NAV as of Sep 30, 2023 | 1-Day Return as of Sep 30, 2023, 12:02 AM GMT+0

Morningstar’s Analysis PPQPX

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

People Pillar

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

Strength in Principal MidCap Growth III R5's Process Pillar is partially offset by an Average People Pillar rating, leading 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PPQPX

More PPQPX Holdings
  • Current Portfolio Date
  • Equity Holdings 369
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 16.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

IDEXX Laboratories Inc

2.41
28,662,996
Healthcare

MSCI Inc

1.93
22,948,375
Financial Services

DexCom Inc

1.85
22,064,332
Healthcare

Align Technology Inc

1.62
19,282,073
Healthcare

PTC Inc

1.61
19,176,545
Technology

Tyler Technologies Inc

1.61
19,164,085
Technology

Veeva Systems Inc Class A

1.58
18,821,818
Healthcare

Monolithic Power Systems Inc

1.52
18,143,841
Technology

Synopsys Inc

1.38
16,412,201
Technology

Principal Government Money Market R-6

1.37
16,267,803
—