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Principal MidCap Institutional (PCBIX) Fund Ranking and Research

Ranking, Research and Recommendation of Principal MidCap Institutional (PCBIX) Fund

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

 

Graph of Principal MidCap Institutional Fund (PCBIX) ManagerFund Manager - K. William Nolin

Fund Manager Information

Fund Manager Tenure: 17.0 years
Fund Family: Principal Funds
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.88)     (What does this score mean?)

 

Graph of Principal MidCap Institutional Fund (PCBIX) ProfilePrincipal MidCap Institutional Fund (PCBIX) Profile

Fund Profile and Description

Principal MidCap Institutional Fund seeks long-term growth of capital. Principal MidCap Institutional Fund invests primarily in common stocks and other equity securities of medium-capitalization companies. It normally invests at least 80% of assets in companies with market capitalizations similar to those of companies in the Russell Midcap Index. Management's security selection is based on stocks with value and/or growth characteristics, and management constructs an investment portfolio that has a "blend" of stocks with these characteristics.

 

Principal MidCap Institutional (PCBIX) Fund Strength What we like about Principal MidCap Institutional (PCBIX) Fund

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

  • Principal MidCap Institutional Fund (PCBIX) management has been with Principal MidCap Institutional Fund for 17.0 years
  • Principal MidCap Institutional Fund (PCBIX) has good short-term performance (1-year return -0.82% vs -5.73% Mid-Cap Growth category median performance)
  • Principal MidCap Institutional Fund (PCBIX) has good mid-term performance (3-year return 11.21% vs 8.38% Mid-Cap Growth category median performance)
  • Principal MidCap Institutional Fund (PCBIX) has good Long-term performance (5-year return 12.46% vs 7.70% Mid-Cap Growth category median performance)
  • Principal MidCap Institutional Fund (PCBIX) ratio of up-years vs down years is greater than 2
  • Principal MidCap Institutional Fund (PCBIX) has a Morningstar rating of 4 and above
  • Asset base in Principal MidCap Institutional Fund (PCBIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Principal MidCap Institutional Fund (PCBIX) has an annual stock turnover rate of 22.60% vs Mid-Cap Growth average of 50.96%. It is good that Principal MidCap Institutional management does not trade extensively for its return.
  • Principal MidCap Institutional Fund (PCBIX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.75, lower than category average of 13.49
  • Principal MidCap Institutional Fund (PCBIX) has a lower expense ratio than its Mid-Cap Growth average: 0.67% vs 1.28%
  • Principal MidCap Institutional Fund (PCBIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Principal MidCap Institutional Fund (PCBIX) Weakness What we are cautious about Principal MidCap Institutional (PCBIX) Fund

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

See Principal MidCap Institutional Fund (PCBIX) performance details as of May 30, 2016

 

What do you think?

 

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

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Principal MidCap Institutional4.26-0.8211.2112.46
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Principal MidCap Institutional Fund (PCBIX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Principal MidCap Institutional Fund (PCBIX) Net Asset TrackingPrincipal MidCap Institutional (PCBIX) Fund Net Asset

Track net asset change of Principal MidCap Institutional fund (PCBIX)

DateNet Asset
05/2016$11.04B
03/2016$10.84B
02/2016$10.01B
More historic net asset information on Principal MidCap Institutional Fund (PCBIX)

  

Graph of Principal MidCap Institutional Fund (PCBIX) Portfolio TrackingPrincipal MidCap Institutional (PCBIX) Fund Portfolio Allocation

Track portfolio allocation change of Principal MidCap Institutional fund (PCBIX)

DateCashStockBondOther
04/20160.14%99.48%0%0.38%
02/20160.21%99.68%0%0.11%
01/20160%99.74%0%0.26%
Click here to see more historic asset allocation information on Principal MidCap Institutional Fund (PCBIX)

 

graph of Principal MidCap Institutional Fund (PCBIX) Top 10 Position TrackingTop 10 Holdings in Principal MidCap Institutional (PCBIX) Fund

Discover what Principal MidCap Institutional Fund (PCBIX) manager is buying

Apr 29, 2016
Brookfield Asset Management Inc Class A [4.72%]
Markel Corporation Common Stock [3.51%]
Aon plc Class A Ordinary Shares [3.32%]
SBA Communications Corporation [3.09%]
Zoetis Inc. Class A Common Stoc [2.69%]
Transdigm Group Incorporated Tr [2.65%]
CarMax Inc [2.38%]
Dollar Tree, Inc. [2.19%]

Feb 28, 2016
Brookfield Asset Management Inc Class A [4.88%]
Markel Corporation Common Stock [3.52%]
Aon plc Class A Ordinary Shares [3.33%]
SBA Communications Corporation [3.01%]
Zoetis Inc. Class A Common Stoc [2.56%]
Transdigm Group Incorporated Tr [2.5%]
CarMax Inc [2.29%]
Roper Technologies, Inc. Common [2.18%]

Jan 30, 2016
Brookfield Asset Management Inc Class A [4.73%]
Markel Corporation Common Stock [3.63%]
Aon plc Class A Ordinary Shares [3.04%]
SBA Communications Corporation [3.02%]
Transdigm Group Incorporated Tr [2.37%]
Roper Technologies, Inc. Common [2.26%]
Zoetis Inc. Class A Common Stoc [2.26%]
Ross Stores, Inc. [2.09%]
Click here for Stock Holding Change Map in Principal MidCap Institutional Fund (PCBIX)

  

Latest News on Principal MidCap Institutional (PCBIX) Fund

See what is happening with 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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