Principal MidCap Growth III J
Phone: 800-222-5852
| Category: | Mid-Cap Growth | | Fund Family: | Principal Funds | | Net Assets: | 20.74M | | Year-to-Date Return: | 13.64% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-01 |
|
Christopher K. McHugh
Lead Manager since
06-Dec-00 | | | McHugh joined Tuner Investment Partners in 1990. He has 20 years of investment experience. Prior to 1990, McHugh was a performance specialist with Provident Capital Management from 1986 to 1990 and has been a member of Munders mid-cap core growth team responsible for cash management since the fourth quarter of 2006. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
|
| |
| The investment 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. It normally invests at least 80% of assets in companies with market capitalizations similar to those of companies in the Russell Midcap Growth index. It may invest up to 25% of assets in foreign securities. |
| Last Dividend
| N/A | | Last Cap Gain
(21-Dec-07):
| 0.77 | | Annual Holdings Turnover
| 167.30% | | Average for Category:
| 128.17% |
|
| Expense | PPQJX | Category
Avg | | Total Expense Ratio: | 1.67%
| 1.47% | | Max 12b1 Fee: | 0.45%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.43% | | Max Deferred Sales Load: | 1.00%
| 2.64% | | 3 Yr Expense Projection*: |
$539 | $680 | | 5 Yr Expense Projection*: |
$928 | $1,065 | | 10 Yr Expense Projection*: |
$2,019 | $2,102 |
|
|
0.14 (1.92%)
