PEDGX : Principal Edge MidCap Fund Class Institutional

PEDGX is a US Stocks Market Mid-Cap Blend with MODERATE fees.

PEDGX

Principal Edge MidCap Fund Class Institutional

FI Score

53 /100

Expense Ratio Rating

7 /10

Expense Rating

2 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

53% FI Score
  • pedgx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Principal Edge MidCap Fund Class Institutional

Expenses: 0.82% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital. 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 at the time of purchase. It invests in real estate investment trust securities. The fund 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.

Largest Holdings

Amount Holding
4.49% Black Knight Inc A
4.36% Fair Isaac Corp
3.93% CyrusOne Inc
3.65% Teleflex Inc
3.51% Expeditors International of Washington Inc
3.43% Chipotle Mexican Grill Inc Class A
3.37% Eversource Energy
3.28% Microchip Technology Inc
3.26% Alexandria Real Estate Equities Inc
3.22% Varian Medical Systems Inc
3.13% Alliant Energy Corp
2.98% Universal Health Services Inc Class B
2.96% Lincoln Electric Holdings Inc
2.86% Washington Federal Inc
2.69% Hasbro Inc
2.63% FMC Corp
2.60% Energizer Holdings Inc
2.54% Avery Dennison Corp
2.54% Littelfuse Inc
2.51% Teradyne Inc
2.31% Markel Corp
2.18% Fidelity National Financial Inc
2.10% The Interpublic Group of Companies Inc
2.09% YETI Holdings Inc
2.06% Waste Connections Inc

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