Principal Mid Cap Growth (S:0P00003FHY)
403.50
+4.82
(+1.21%)
USD |
Nov 30 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.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Evercore, Inc. | 3.09% | 370.70 | 0.46% |
| First Solar, Inc. | 2.71% | 237.73 | -0.39% |
| Datadog, Inc. | 2.69% | 126.58 | 0.87% |
| Parker-Hannifin Corp. | 2.61% | 928.10 | 0.77% |
| Repligen Corp. | 2.51% | 168.57 | 1.05% |
| Rockwell Automation, Inc. | 2.45% | 414.20 | 0.89% |
| Interactive Brokers Group, Inc. | 2.44% | 70.79 | 0.45% |
| Expand Energy Corp. | 2.39% | 102.82 | 1.17% |
| Synchrony Financial | 2.33% | 79.60 | -8.38% |
| TKO Group Holdings, Inc. | 2.33% | 199.05 | -0.29% |
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 | -- |