Principal LargeCap Growth I remains an attractive way to invest in large-growth stocks, especially in its cheaper institutional and R6 share classes.
Principal LargeCap Growth I R5 PPUPX
- NAV / 1-Day Return 18.23 / +0.94 %
- Total Assets 10.0 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.850%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 27%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0
Morningstar’s Analysis PPUPX
Will PPUPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 46.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 9.43 | 975.5 Mil | Technology |
NVIDIA Corp | 8.12 | 840.3 Mil | Technology |
Amazon.com Inc | 6.39 | 661.4 Mil | Consumer Cyclical |
Apple Inc | 5.10 | 527.2 Mil | Technology |
Alphabet Inc Class A | 3.60 | 372.4 Mil | Communication Services |
Intuit Inc | 3.20 | 331.4 Mil | Technology |
Mastercard Inc Class A | 3.02 | 312.8 Mil | Financial Services |
Intuitive Surgical Inc | 2.82 | 291.7 Mil | Healthcare |
Meta Platforms Inc Class A | 2.63 | 272.1 Mil | Communication Services |
ServiceNow Inc | 2.52 | 260.7 Mil | Technology |