Principal MidCap Growth Inst

The investment seeks long-term growth of capital.
The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations at the time of each purchase. It invests in growth equity securities; growth orientation emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average. The fund actively trades portfolio securities and invests its assets in the securities of foreign issuers.

Key stats

Management firm  Principal Funds
Domicile  United States
Fund Administrator  Principal Management Corp
Global Branding Name  Principal
Fund currency  USD
Launch Date  2001-03-01
ISIN  US74253Q7218
SEDOL  B0C04P0
Manager 1 Name  Clifford Fox
Manager 2 Name  Michael Iacono
Fund Strategy  Mid-Cap Growth
Benchmark  Russell Mid Cap Growth TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-08-31
Return - 1 Month  6.05%
Return - 2 Months  1.45 %
Return - 3 Months  7.67%
Return - 6 Months  0.96 %
Return - 9 months  14.26 %
Return - 12 Months  27.08%
Annualized return 24 months  23.38 %
Annualized return 36 months  18.51 %
Annualized return 48 months  20.38 %
Annualized return 60 months  18.82 %
Return 120 months  10.33 %
Annualized return since Inception  4.17%
Return YTD  10.94%

Ratings

Morning Star Rating Date   2014-08-31
Morning Star Rating - 36 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 60 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 120 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - Overall  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating

Charges

Initial  0.00 %
Maximum Managment Charge  0.65 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  Principal Funds
Contact Address 2  30 Dan Road
Contact city  Canton
Contact country  United States
Fund Admin Group  Principal Funds
Web Address  www.principal.com
Custodian  The Bank of New York Mellon
Phone  1-800-222-5852

Price

Last Price Date  2014-09-19
Pre-tax nav  8.40
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $-0.04
Price change (percentage)  -0.47 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

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For fund additions and/or data corrections please contact dataquestions@morningstar.com

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