Mutual Funds - Profile

Principal MidCap Growth Fund III

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with companies in the benchmark index and the research team narrows the list to include companies with a track record of above-average earnings growth and return on capital.

Next, the team analyzes the quality and durability of earnings and also reviews technical indicators including market and stock momentum. 

The fund invests up to 30% of its assets in equities and attempts to replicate performance of the Russell Midcap Growth Index.

The remaining More

Price

  • Last Close
  • $8.32
    -0.67
  • 52 Week HL
  • $13.89 - $8.32
  • Net Assets
  • $1160 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Documents

  • Prospectus
  • Annual Reports

Performance
-12.6 % YTD

  • 3 Year
  • -8.47%
  • 5 Year
  • 26.38%
  • Best
  • 43.94%
    2009
  • Worst
  • -48.84%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
PHASX -16%12%35%34%-6%24%6%-1%0%0%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -13.7% -0.4% -20.1% 17.8% 3.6% 6.7% -0.2% 5.1% 1.3% 11.1% -
Q2 - 8.3% 30.3% 5.8% 5.3% 4.7% 1.4% -1.4% 2.1% 3.1% -
Q3 - 1.9% 9.9% - 7.8% 4.2% 2.6% -8.2% -2.2% 8.9% -
Q4 - -23.7% 10.6% -4.2% -17.5% 5.7% -0.1% 2.2% 6.4% 7.5% -

Returns +
M

J F M A M J J A S O N D
2022 -13.7% - - - - - - - - - - -
2021 -2% 2.5% -0.8% 5.6% -1.9% 4.6% 3.9% 3.5% -5.3% 6.9% -1.3% -27.7%

Annual
Return

Index Comparison

Alpha

NAV