Principal Mid Cap Growth (S:0P00003FHY)
403.07
-0.42
(-0.11%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 14, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Evercore, Inc. | 3.09% | 366.20 | 0.13% |
| First Solar, Inc. | 2.71% | 236.38 | -2.06% |
| Datadog, Inc. | 2.69% | 122.43 | -2.45% |
| Parker-Hannifin Corp. | 2.61% | 936.09 | -0.24% |
| Repligen Corp. | 2.51% | 162.10 | -3.11% |
| Rockwell Automation, Inc. | 2.45% | 417.34 | 0.11% |
| Interactive Brokers Group, Inc. | 2.44% | 71.36 | 1.08% |
| Expand Energy Corp. | 2.39% | 101.45 | -1.49% |
| Synchrony Financial | 2.33% | 77.81 | -0.32% |
| TKO Group Holdings, Inc. | 2.33% | 207.98 | -0.44% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |