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Principal MidCap Growth III R4 PPQSX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 10.75  /  +1.13 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.180%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 49%

USD | NAV as of May 25, 2024 | 1-Day Return as of May 25, 2024, 12:01 AM GMT+0

Morningstar’s Analysis PPQSX

Will PPQSX outperform in future?

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

Principal MidCap Growth III R4'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 PPQSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 17.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DexCom Inc

2.63 33.3 Mil
Healthcare

Principal Government Money Market R-6

2.45 30.9 Mil

IDEXX Laboratories Inc

1.89 23.9 Mil
Healthcare

Tyler Technologies Inc

1.72 21.8 Mil
Technology

Monolithic Power Systems Inc

1.68 21.2 Mil
Technology

PTC Inc

1.54 19.5 Mil
Technology

CoStar Group Inc

1.53 19.3 Mil
Real Estate

Veeva Systems Inc Class A

1.51 19.1 Mil
Healthcare

MSCI Inc

1.41 17.9 Mil
Financial Services

Align Technology Inc

1.33 16.8 Mil
Healthcare