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Principal Fds, Inc. Largecap Growth Fd I Cl R-5: (MF: PPUPX)
(NASDAQ Mutual Funds) As of May 24, 2024 08:00 PM ET
$17.98 USD
+0.04 (0.22%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in December 2000 and is managed by Principal Management Corporation. The fund seeks long-term growth of capital. The fund invests primarily in growth-oriented equity securities of U.S. companies. The fund normally invests in companies with market capitalizations of $10 billion. The fund invests at least 80% of its assets in equity securities. The fund's investments in foreign companies are limited to 25% of its assets and to securities listed on U.S. exchanges or traded in U.S. markets. Dividends and capital gains, if any, are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal LgCp Gr I R5 | PPUPX | NA | NA | 0.00 | 0.00 | 0.60 | 0.85 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal LgCp Gr I Inst | PLGIX | 19.06 | 11/28/2000 | 0.00 | 29.44 | 3.11 | 12.48 |
| Principal LgCp Gr I J | PLGJX | 13.22 | 2/27/2001 | 0.00 | 29.30 | 2.99 | 12.34 |
| Principal LgCp Gr I R3 | PPUMX | 15.55 | 12/6/2000 | 0.00 | 28.88 | 2.61 | 11.93 |
| Principal LgCp Gr I R5 | PPUPX | 17.98 | 12/6/2000 | 0.00 | 29.23 | 2.93 | 12.28 |
| Principal LgCp Gr I R4 | PPUSX | 16.35 | 12/6/2000 | 0.00 | 29.08 | 2.80 | 12.15 |
| Principal LgCp Gr I R1 | PCRSX | 13.57 | 8/11/2006 | 0.00 | 28.49 | 2.31 | 11.59 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal LgCp Gr I R5 | PPUPX | 0 | 0 | 0 | A |
Contact Information
| Family | Principal Financial Group |
| Address | 711 High St Des Moines, IA 50392 |
| Phone | 800 986-3343 |