3 / 5 Stars
2 2 2 1 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#62 in Mid-Cap Growth
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.
The fund has returned 32.43 percent over the past year, 12.78 percent over the past three years, 19.42 percent over the past five years, and 8.28 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.9%|
|3 Years (Annualized)||12.8%|
|5 Years (Annualized)||19.4%|
|10 Years (Annualized)||8.3%|
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 medium market capitalizations at the time of each 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 actively trades portfolio securities and invests its assets in the securities of foreign issuers.
Fees are Low compared to funds in the same category.
Principal MidCap Growth Fund has an expense ratio of 1.43 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.