Principal LargeCap Growth I is getting a needed refresh. It earns an Above Average People rating and an Average Process rating.
Principal LargeCap Growth Fund I R-3 Class PPUMX
- NAV / 1-Day Return 11.60 / +0.09 %
- Total Assets 6.1B
-
Adj. Expense Ratio
1.160%
- Expense Ratio 1.160%
- Distribution Fee Level Average
- Share Class Type Retirement, Medium
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 35%
USD | NAV as of Jun 09, 2026 | 1-Day Return as of Jun 09, 2026, 12:11 AM GMT+0
Morningstar’s Analysis PPUMX
Will PPUMX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PPUMX 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 PPUMX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 57.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 13.07 | 810M | Technology |
Apple Inc | 10.26 | 636M | Technology |
Microsoft Corp | 7.87 | 488M | Technology |
Alphabet Inc Class A | 6.15 | 381M | Communication Services |
Broadcom Inc | 6.07 | 376M | Technology |
Amazon.com Inc | 4.41 | 273M | Consumer Cyclical |
Meta Platforms Inc Class A | 3.11 | 193M | Communication Services |
Eli Lilly and Co | 2.34 | 145M | Healthcare |
Principal Government Money Market R-6 | 2.26 | 140M | — |
Howmet Aerospace Inc | 1.73 | 107M | Industrials |
United States