Investors in Principal LargeCap Growth I can expect a large capital gains distribution later in 2026. Those holding the fund in taxable accounts should especially take notice, because taxes will be due even if the distribution is reinvested. Many of the fund's clients are in retirement share classes, however, and they're unlikely to face such a burden.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PPUMX’s performance objective and investment process is for both security selection and portfolio construction.
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