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 13, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Evercore, Inc. | 3.09% | 365.95 | -1.27% |
| First Solar, Inc. | 2.71% | 241.42 | 1.51% |
| Datadog, Inc. | 2.69% | 125.50 | -0.85% |
| Parker-Hannifin Corp. | 2.61% | 939.00 | 1.08% |
| Repligen Corp. | 2.51% | 167.55 | -0.50% |
| Rockwell Automation, Inc. | 2.45% | 416.78 | 0.64% |
| Interactive Brokers Group, Inc. | 2.44% | 70.63 | -0.23% |
| Expand Energy Corp. | 2.39% | 102.98 | 0.14% |
| Synchrony Financial | 2.33% | 79.01 | -0.78% |
| TKO Group Holdings, Inc. | 2.33% | 208.84 | 4.90% |
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 | -- |