Back to top
Principal Fds, Inc. Largecap Growth Fd I Cl R-3: (MF: PPUMX)
(NASDAQ Mutual Funds) As of Aug 9, 2024 08:00 PM ET
$15.78 USD
+0.09 (0.57%)
Zacks MF Rank
2-Buy of 5 2
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 $10 billion. The fund invests at least 80% of its assets in equity securities. The fund's investment in foreign companies is limited to 25% of its assets and to securities listed on U.S. exchanges or traded in U.S. markets. Dividends and capital gains, if any, are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal LgCp Gr I R3 | PPUMX | NA | NA | 0.00 | 0.25 | 0.60 | 1.16 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal LgCp Gr I Inst | PLGIX | 20.64 | 11/28/2000 | 0.00 | 28.29 | 4.66 | 14.49 |
| Principal LgCp Gr I J | PLGJX | 14.40 | 2/27/2001 | 0.00 | 28.15 | 4.54 | 14.34 |
| Principal LgCp Gr I R3 | PPUMX | 15.78 | 12/6/2000 | 0.00 | 27.64 | 4.15 | 13.94 |
| Principal LgCp Gr I R5 | PPUPX | 19.23 | 12/6/2000 | 0.00 | 28.04 | 4.47 | 14.29 |
| Principal LgCp Gr I R4 | PPUSX | 17.69 | 12/6/2000 | 0.00 | 27.90 | 4.34 | 14.15 |
| Principal LgCp Gr I R1 | PCRSX | 14.76 | 8/11/2006 | 0.00 | 27.19 | 3.82 | 13.59 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal LgCp Gr I R3 | PPUMX | 0 | 0 | 0 | A |
Contact Information
| Family | Principal Financial Group |
| Address | 711 High St Des Moines, IA 50392 |
| Phone | 800 986-3343 |