Principal LargeCap Growth I R4
(PPUSX)
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 10.82 |
| Category | Large Growth |
| Net Assets | 76.60 Mil |
| Yield | 0.23% |
| Morningstar Risk | Above Average |
| Morningstar Return | Above Average |
- Last NAV update 5/24/2013 3:00 AM ET
| NA |
|---|
| The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations (those with market capitalization ranges similar to the companies in the Russell 1000® Growth Index) at the time of purchase. It invests in growth equity securities; growth orientation emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average. The fund also invests in securities of foreign companies. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 51.61% | 19.41% | -0.69% | 16.11% | 13.89% |
| Value ($) | 15,161.00 | 18,103.75 | 17,978.83 | 20,875.22 | 23,774.79 |
- Year to date performance as of 5/23/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Principal Funds |
| Fund Manager | Robert Sharps |
| Tenure (Years) | 9 |
| Fund Status | Open |
| Minimum Initial Purchase | 0.00 |
| Minimum IRA Investment | NA |
| Front Load | 0.00 |
| Expense Ratio | 0.98% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 5.46% |
| 3 Months | 7.45% |
| 1 Year | 21.47% |
| 3 Years* | 16.91% |
| 5 Years* | 8.37% |
- * Annualized returns
- Performance as of 5/23/2013 8:00 PM ET
| PPUSX | Large Growth | |
|---|---|---|
| 5-Yr Return | 8.37% | 4.47% |
| Sharpe Ratio | 0.73 | 0.70 |
| Net Assets | 76.60 Mil | 602.47 Mil |
| Avg Market Cap | 31.38 Bil | 38.17 Bil |
| Avg P/E | 22.67 | 17.12 |
| Portfolio Turnover | 34 | 61 |
| Symbol | Value ($) |
|---|---|
| Stocks | 99.98% |
| Cash | -2.26% |
| Fixed Income | 0.00% |
| Other | 2.27% |
| NAME | % NET ASSETS |
|---|---|
| Google, Inc. Class A | 4.72% |
| Apple Inc | 3.22% |
| S&P500 Emini Fut Jun13 | 2.82% |
| MasterCard Incorporated Class A | 2.70% |
| Danaher Corporation | 2.66% |
| Qualcomm, Inc. | 2.50% |
| Starbucks Corporation | 2.48% |
| Express Scripts | 1.87% |
| Amazon.com Inc | 1.80% |
| Gilead Sciences Inc | 1.71% |
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