PEMGX : Principal MidCap Fund Class A

PEMGX is a US Stocks Market Mid-Cap Growth with MODERATE fees.

PEMGX

Principal MidCap Fund Class A

FI Score

60 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

10 /10

Category Score

5 /10

Market Size

10 /10

60% FI Score
  • pemgx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

Principal MidCap Fund Class A

Expenses: 0.98% (Better than 1% of similar funds)

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

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. For this fund, companies with medium market capitalizations are those with market capitalizations within the range of companies comprising the Russell Midcap® Index. The fund also invests in foreign securities.

Largest Holdings

Amount Holding
4.42% Brookfield Asset Management Inc Class A
3.57% TransDigm Group Inc
3.30% SBA Communications Corp
3.07% CarMax Inc
2.93% O'Reilly Automotive Inc
2.89% Black Knight Inc A
2.64% Copart Inc
2.63% Autodesk Inc
2.50% Markel Corp
2.39% Vulcan Materials Co
2.36% VeriSign Inc
2.27% Hilton Worldwide Holdings Inc
2.00% Ansys Inc
1.99% Roper Technologies Inc
1.96% CBRE Group Inc Class A
1.90% Restaurant Brands International Inc
1.89% Gartner Inc A
1.81% Domino's Pizza Inc
1.81% KKR & Co Inc Ordinary Shares
1.80% TransUnion
1.75% Brookfield Infrastructure Partners LP
1.73% CoStar Group Inc
1.65% Wix.com Ltd
1.63% Liberty Broadband Corp C
1.59% Credit Acceptance Corp

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