| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
4
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#68 in Large Growth
U.S. News evaluated 485 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 23.22 percent over the past year, 16.80 percent over the past three years, 7.83 percent over the past five years, and 8.18 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 13.4% |
| 1 Year | 23.2% |
| 3 Years (Annualized) | 16.8% |
| 5 Years (Annualized) | 7.8% |
| 10 Years (Annualized) | 8.2% |
Summary
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.
Fees
Fees are Above Average compared to funds in the same category.
Principal LargeCap Growth Fund I has an expense ratio of 0.61 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
