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Principal MidCap Fund R-1 Class (PMSBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.91-0.21 (-0.72%)
As of 08:05AM EST. Market open.

Principal MidCap Fund R-1 Class

Principal Financial Group

711 High Street

Des Moines, IA 50392

Management information
K. William Nolin,Lead manager since 5 December 2000
Bill is the chief investment officer for Aligned Investors, an investment boutique within Principal Global Investors. He has served as lead portfolio manager for the Principal MidCap Fund since its 2001 inception and related portfolios since 1999. Bill and his dedicated investment team subsequently introduced the Principal Blue Chip strategy in 2012, utilizing the same philosophy and process while extending the team’s reach to larger companies. Bill joined Principal in 1993 in corporate credit research and transitioned to equities research in 1996. He earned an MBA from the Yale School of Management, and a bachelor’s degree in finance from the University of Iowa. Bill is a CFA charterholder and a member of the CFA Institute.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Growth
Fund familyPrincipal Funds
Net assets18.5B
YTD return5.60%
Morningstar rating★★★
Inception date31 Oct 2004

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover12.40%
Average for categoryN/A

Fees and expenses

ExpensePMSBXCategory average
Annual report expense ratio (net)0.96%1.09%
Prospectus net expense ratio0.96%N/A
Prospectus gross expense ratio1.46%N/A
Max 12b1 fee0.35%N/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection462N/A
5-yr expense projection797N/A
10-yr expense projection1,746N/A