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.
- NAV / 1-Day Return 13.99 / 0.00
- Total Assets 10.8 Bil
-
Adj. Expense Ratio
0.970%
- Expense Ratio 0.970%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 28%
Morningstar’s Analysis PPUSX
Will PPUSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 459
- Bond Holdings 0
- Other Holdings 11
- % Assets in Top 10 Holdings 43.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector