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Principal Fds, Inc. Midcap Growth Fd Iii, Cl R-4: (MF: PPQSX)

(NASDAQ Mutual Funds) As of Dec 4, 2020 08:00 PM ET

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$14.61 USD

+0.13 (0.90%)

Zacks MF Rank

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

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Latest Performance as of Oct 31, 2020

Total Return %* Percentile Rank Objective
YTD 14.76 26
3 months 2.70 17
6 months 23.68 14
1 Year 21.80 26
3 Year 15.10 25
5 Year 13.30 27
10 Year 11.75 45

* Annual for three years and beyond.

Zacks Premium Research for PPQSX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
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Portfolio Statistics

%Unrealized Gain YTD 19.89
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 10/31/2020 2.22
%Turnover 10/31/2020 49.40

Risk

3 Year 5 Year 10 Year
Beta 1.08 1.09 1.09
Alpha 3.96 0.80 -1.99
R Squared 0.87 0.87 0.85
Std. Dev. 20.77 17.13 15.79
Sharpe 0.76 0.80 3.00

Sector / Country Weightings

As of 10/31/2020 % of Portfolio
Technology 30.51
Retail Trade 13.19
Services 12.26
Health 10.68
Other 9.92
Industrial Cyclical 9.29
Non-Durable 6.79
Finance 5.35
Consumer Durables 1.97
Energy 0.03
Utilities 0.01

Portfolio Holdings

Top Equity Holdings
(As of 7/31/2020)
% of Portfolio Value (Mil$)
SYNOPSYS INC 2.36 28.51
POOL CORP 2.26 27.37
IDEXX LABORATORIES INC 1.99 24.07
CHIPOTLE MEXICAN GRILL IN 1.85 22.39
VEEVA SYSTEMS INC 1.76 21.25
TRANSUNION 1.64 19.89
TYLER TECHNOLOGIES 1.63 19.78
MARKETAXESS 1.63 19.73
RESMED INC 1.52 18.41

Stock Holding % of Net Assets

As Of 7/31/2020
Total Issues 370
Avg. P/E 28.25
Avg. P/Book 4.78
Avg. EPS Growth 16.04
Avg. Market Value (Mil $) 22,009

Allocation

% of Portfolio
Large Growth 24.52
Large Value 0.00
Small Growth 33.01
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 1.38
Intermediate Bond 34.97
Foreign Bond 0.00
High Yield Bond 0.00