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Principal Fds, Inc. Midcap Growth Fd Iii, Cl R-4: (MF: PPQSX)
(NASDAQ Mutual Funds) As of Sep 19, 2024 08:00 PM ET
$10.86 USD
+0.21 (1.97%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund is managed by Principal Management Corporation. The fund seeks long-term growth of capital. The fund invests primarily in common stocks and other equity securities of U.S. companies with strong earnings growth potential. The fund normally invests at least 80% of its assets in common stocks of companies with medium market capitalizations at the time of purchase. The fund may invest up to 25% of its assets in securities of foreign companies. Dividends and capital gains, if any, are, distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal MidCap Gr III R4 | PPQSX | NA | NA | 0.00 | 0.10 | 0.81 | 1.17 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Gr R3 | PPQMX | 9.78 | 12/6/2000 | 0.00 | 8.42 | -4.00 | 7.97 |
| Principal MidCap Gr R5 | PPQPX | 11.48 | 12/6/2000 | 0.00 | 8.78 | -3.70 | 8.31 |
| Principal MidCap Gr R4 | PPQSX | 10.86 | 12/6/2000 | 0.00 | 8.56 | -3.85 | 8.16 |
| Principal MidCap Gr Instl | PPIMX | 11.58 | 1/12/2006 | 0.00 | 8.99 | -3.56 | 8.57 |
| Principal MidCap Gr J | PPQJX | 7.59 | 1/27/2004 | 0.00 | 8.75 | -3.83 | 8.27 |
| Principal MidCap Gr R1 | PHASX | 7.30 | 8/11/2006 | 0.00 | 8.04 | -4.29 | 7.63 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal MidCap Gr III R4 | PPQSX | 0 | 0 | 0 | A |
Contact Information
| Family | Principal Financial Group |
| Address | 711 High St Des Moines, IA 50392 |
| Phone | 800 986-3343 |