PCBIX Principal MidCap Fund Institutional Class

This is an open ended mutual fund. 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 (as of December 31, 2017, this range was between approximately 1.1 billion and 36.7 billion). The fund also invests in foreign securities.

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As of 08/14/2022

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Mutual Fund Information

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Sponsor:     Principal Funds, Inc.
Category1:  US Equity
Category2:  Broad market
Category3:  Mid cap
Morningstar category:  Mid-Cap Growth
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     12/06/2000
Market cap:     $13,460,000,000
Current yield:     0.00%
Fees:     0.6800%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
Investment style: Actively managed