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Principal LargeCap Growth I R5 PPUPX

Analyst rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 13.72  /  1.78 %
  • Total Assets 10.2 Bil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.840%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 28%

Morningstar’s Analysis PPUPX

Will PPUPX outperform in future?

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

Still worthy.

Associate Director

Summary

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Although it came very close to uncharted territory in 2022, Principal LargeCap Growth I’s capable subadvisors and their fine approaches to growth stocks keep its Morningstar Analyst Rating at Silver for the institutional and R6 share classes and Bronze for the rest.

Unlock our full analysis with Morningstar Investor