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Principal MidCap Institutional Fund (PCBIX)

Fund performance review and position details on Principal MidCap Institutional Fund (PCBIX)

    Last Trade: $ on , Change: (0%)

Principal MidCap Institutional Fund (PCBIX) HighlightPrincipal MidCap Institutional Fund (PCBIX) Fund Summary

Principal MidCap Institutional Fund (PCBIX) statistics as of May 30, 2016

Category: Mid-Cap Growth
Fund Family: Principal Funds
Net Asset: $11.04B
Yield: 0.11%
Year-to-Date Return: 4.26%
Morningstar rating: 5

 

Principal MidCap Institutional Fund (PCBIX) CostPrincipal MidCap Institutional Fund (PCBIX) Cost

Principal MidCap Institutional Fund (PCBIX) various investment related cost

Initial Investment: 0
Total Expense Ratio (Mid-Cap Growth average): 0.67% (1.28%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 22.60%

 

Principal MidCap Institutional Fund (PCBIX) PerformancePrincipal MidCap Institutional Fund (PCBIX) Performance

Most current Principal MidCap Institutional Fund (PCBIX) Performance

1-month Performance (Mid-Cap Growth category median performance): 2.64% (2.34%)
3-month Performance (Mid-Cap Growth category median performance): 11.40% (10.40%)
1 Year Performance (Mid-Cap Growth category median performance): -0.82% (-5.73%)
3 Year Performance (Mid-Cap Growth category median performance): 11.21% (8.38%)
5 Year Performance (Mid-Cap Growth category median performance): 12.46% (7.70%)
Number of Years of positive return: 12 years
Number of Years of negative return: 2 years
3 year Alpha (Mid-Cap Growth category average): -0.34 (-2.65)
3 year Beta (Mid-Cap Growth category average): 1.06 (1.02)
3 year Sharpe Ratio: 0.89
3 year Treynor: 10.52

Principal MidCap Institutional Fund (PCBIX) topholdingTop Stock Holdings in Principal MidCap Institutional Fund (PCBIX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Brookfield Asset Management Inc Class A4.72%0.00%
Markel Corporation Common Stock3.51%0.00%
Aon plc Class A Ordinary Shares3.32%0.00%
SBA Communications Corporation3.09%0.00%
Zoetis Inc. Class A Common Stoc2.69%0.00%
Transdigm Group Incorporated Tr2.65%0.00%
CarMax Inc2.38%0.00%
Dollar Tree, Inc.2.19%0.00%
*Note: The price change will reset to 0 after the midnight

 

Principal MidCap Institutional Fund (PCBIX) Portfolio AllocationPrincipal MidCap Institutional Fund (PCBIX) Fund Portfolio Allocation

Principal MidCap Institutional Fund (PCBIX) Fund Portfolio Allocation data as of 04/2016

Stock99.48%
Bond0%
Cash0.14%
Other0.38%

 

Principal MidCap Institutional Fund (PCBIX) CompareCompare with other Mid-Cap Growth category mutual funds

Below are some additional Mid-Cap Growth mutual funds generated out of our database

Fund1 Year3 year5 year
Principal MidCap Institutional-0.8211.2112.46
Akre Focus Instl (AKRIX)1.8011.1515.02 Compare
Baron Asset Instl (BARIX)-1.9810.2810.08 Compare
Bright Rock Mid Cap Growth Instl (BQMGX)4.539.875.79 Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Principal MidCap Institutional Fund (PCBIX) PerformanceOther Financial Data Web Sites on Principal MidCap Institutional Fund (PCBIX)

Addition research sites for Principal MidCap Institutional Fund (PCBIX)

 

Principal MidCap Institutional Fund (PCBIX) Related ResourcesSee more information on Principal MidCap Institutional (PCBIX) Fund

Popular pages on Principal MidCap Institutional (PCBIX) Fund

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