Nasdaq - Delayed Quote USD

Principal MidCap Growth Inst (PGWIX)

10.96
-0.05
(-0.45%)
At close: May 9 at 8:01:57 PM EDT
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  • Previous Close 11.01
  • YTD Return -9.57%
  • Expense Ratio 0.75%
  • Category Mid-Cap Growth
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 169.92M
  • Beta (5Y Monthly) 1.16
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 149.50%
  • Last Dividend 0.02
  • Inception Date Mar 1, 2001

Under normal circumstances, 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. For this fund, companies with medium market capitalizations are those with market capitalizations within the range of companies comprising the Russell MidCap ® Growth Index.

Principal Funds

Fund Family

Mid-Cap Growth

Fund Category

169.92M

Net Assets

2001-03-01

Inception Date

More about Principal MidCap Growth Inst

Performance Overview: PGWIX

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Trailing returns as of 5/8/2025. Category is Mid-Cap Growth.

YTD Return

PGWIX
9.57%
Category
10.80%
 

1-Year Return

PGWIX
8.62%
Category
48.17%
 

3-Year Return

PGWIX
3.44%
Category
21.26%
 

5-Year Return

PGWIX
10.81%
Category
20.18%
 

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Holdings: PGWIX

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Sector Weightings

SectorPGWIX
Technology   29.43%
Financial Services   16.33%
Consumer Cyclical   13.39%
Industrials   13.34%
Healthcare   8.48%
Communication Services   7.15%
Energy   4.93%
Consumer Defensive   3.11%
Real Estate   2.51%
Utilities   1.32%
Basic Materials   0.00%
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Recent News: PGWIX

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Research Reports: PGWIX

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