3 / 5 Stars
2 2 5 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#257 in Large Growth
U.S. News evaluated 468 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.41 percent over the past year, 12.51 percent over the past three years, 18.14 percent over the past five years, and 6.92 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.2%|
|3 Years (Annualized)||12.5%|
|5 Years (Annualized)||18.1%|
|10 Years (Annualized)||6.9%|
The investment seeks long-term growth of capital. The fund 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 capitalizations similar to 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.
Fees are Average compared to funds in the same category.
Principal LargeCap Growth Fund II has an expense ratio of 0.87 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.