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Principal LargeCap Growth I R5 PPUPX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 17.22  /  0.92 %
  • Total Assets 10.3 Bil
  • Adj. Expense Ratio
    0.850%
  • 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%

Morningstar’s Analysis PPUPX

Will PPUPX outperform in future?

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

Recent challenges don’t diminish its long-term appeal.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Principal LargeCap Growth I remains an attractive way to invest in large-growth stocks, especially in its cheaper institutional and R6 share classes.

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Portfolio Holdings PPUPX

  • Current Portfolio Date
  • Equity Holdings 461
  • Bond Holdings 0
  • Other Holdings 11
  • % Assets in Top 10 Holdings 43.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
9.24
1,113,317,185
Technology
5.75
692,656,627
Consumer Cyclical
5.18
623,995,891
Technology
4.80
577,851,419
Technology
3.92
471,778,269
Technology
3.42
412,549,830
Communication Services
3.13
377,595,701
Financial Services
2.82
340,203,945
Healthcare
2.79
335,704,266
Technology
2.33
280,299,385
Technology