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Principal Funds Inc Largecap Growth Fd I Cl R-3: (MF: PPUMX)

(NASDAQ Mutual Funds) As of Dec 4, 2019 08:00 PM ET

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$14.98 USD

+0.03 (0.20%)

Zacks MF Rank 1-Strong Buy 1        

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

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Latest Performance as of Oct 31, 2019

Total Return %* Percentile Rank Objective
YTD 25.15 20
3 months 0.90 49
6 months 3.35 30
1 Year 17.47 13
3 Year 19.85 4
5 Year 10.65 24
10 Year 13.25 29

* Annual for three years and beyond.

Zacks Premium Research for PPUMX

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

Zacks MF Rank Strong Buy 1
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Portfolio Statistics

%Unrealized Gain YTD 37.26
% Yield 0.00
% SEC Yield
Net Assets (Mil $) 10/31/2019 86.22
%Turnover 10/31/2019 29.50

Risk

3 Year 5 Year 10 Year
Beta 1.01 1.08 1.10
Alpha 4.32 -0.55 -1.37
R Squared 0.84 0.77 0.84
Std. Dev. 13.38 14.69 15.10
Sharpe 1.42 0.73 3.00

Sector / Country Weightings

As of 10/31/2019 % of Portfolio
Technology 39.05
Retail Trade 13.06
Industrial Cyclical 8.50
Health 7.92
Non-Durable 7.90
Other 7.34
Finance 7.14
Services 6.21
Consumer Durables 2.15
Utilities 0.52
Energy 0.21

Portfolio Holdings

Top Equity Holdings
(As of 7/31/2019)
% of Portfolio Value (Mil$)
AMAZON COM INC 6.18 564.37
MICROSOFT CORP 5.98 546.37
VISA INC 4.61 420.73
FACEBOOK INC 2.88 262.80
ALPHABET INC 2.73 249.38
INTUIT INC 2.70 246.92
PAYPAL HOLDINGS INC 2.41 220.04
INTUITIVE SURGICAL INC 2.38 217.02
ALPHABET INC 2.27 207.55

Stock Holding % of Net Assets

As Of 7/31/2019
Total Issues 488
Avg. P/E 28.89
Avg. P/Book 4.79
Avg. EPS Growth 15.46
Avg. Market Value (Mil $) 225,307

Allocation

% of Portfolio
Large Growth 83.42
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 4.98
Emerging Market 7.98
Precious Metal 1.14
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00