Principal MidCap Fund

Scorecard
5 / 5 Stars
Lipper
5 5 5 1 2
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A (Buy)

U.S. News evaluated 221 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 19.85 percent over the past year, 16.01 percent over the past three years, 24.58 percent over the past five years, and 10.44 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 1.1%
1 Year 19.9%
3 Years (Annualized) 16.0%
5 Years (Annualized) 24.6%
10 Years (Annualized) 10.4%

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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 medium market capitalizations at the time of each purchase. It invests in equity securities with value and/or growth characteristics and constructs an investment portfolio that has a "blend" of equity securities with these characteristics. Investing in value equity securities is an investment strategy that emphasizes buying equity securities that appear to be undervalued.

Fees

Fees are Low compared to funds in the same category.
Principal MidCap Fund has an expense ratio of 1.35 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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Mid-Cap Growths

Highest Returns (10-year)

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