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Principal Fds, Inc. Largecap Growth Fd I Cl R-5: (MF: PPUPX)
(NASDAQ Mutual Funds) As of May 22, 2025 08:00 PM ET
$14.87 USD
+0.04 (0.27%)
Zacks MF Rank
3-Hold of 5 3
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 $10 billion. The fund invests at least 80% of its assets in equity securities. The fund's investments in foreign companies are limited to 25% of its assets and to securities listed on U.S. exchanges or traded in U.S. markets. Dividends and capital gains, if any, are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal LargeCap Growth I R5 | PPUPX | NA | NA | 0.00 | 0.00 | 0.60 | 0.85 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal LgCp Gr I R3 | PPUMX | 11.98 | 12/6/2000 | 0.00 | 10.54 | 12.55 | 12.08 |
| Principal LgCp Gr I R5 | PPUPX | 14.87 | 12/6/2000 | 0.00 | 10.84 | 12.87 | 12.40 |
| Principal LgCp Gr I Inst | PLGIX | 15.90 | 11/28/2000 | 0.00 | 11.06 | 13.10 | 12.60 |
| Principal LgCp Gr I J | PLGJX | 9.35 | 2/27/2001 | 0.00 | 10.99 | 12.96 | 12.48 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal LargeCap Growth 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 |