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Principal MidCap A (PEMGX) Fund Ranking and Research

Ranking, Research and Recommendation of Principal MidCap A (PEMGX) Fund

    Last Trade: $24.89 on 5/26/2017, Change: +0.01 (0.04%)

 

Graph of Principal MidCap A Fund (PEMGX) ManagerFund Manager - K. William Nolin

Fund Manager Information

Fund Manager Tenure: 16.5 years
Fund Family: Principal Funds
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.87)     (What does this score mean?)

 

Graph of Principal MidCap A Fund (PEMGX) ProfilePrincipal MidCap A Fund (PEMGX) Profile

Fund Profile and Description

Principal MidCap A Fund seeks long-term growth of capital. Principal MidCap A 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 A (PEMGX) Fund Strength What we like about Principal MidCap A (PEMGX) Fund

Data for Principal MidCap A Fund (PEMGX) as of May 30, 2016

  • Principal MidCap A Fund (PEMGX) management has been with Principal MidCap A Fund for 16.5 years
  • Principal MidCap A Fund (PEMGX) has good short-term performance (1-year return -1.14% vs -5.73% Mid-Cap Growth category median performance)
  • Principal MidCap A Fund (PEMGX) has good mid-term performance (3-year return 10.84% vs 8.38% Mid-Cap Growth category median performance)
  • Principal MidCap A Fund (PEMGX) has good Long-term performance (5-year return 12.06% vs 7.70% Mid-Cap Growth category median performance)
  • Principal MidCap A Fund (PEMGX) ratio of up-years vs down years is greater than 2
  • Principal MidCap A Fund (PEMGX) has a Morningstar rating of 4 and above
  • Asset base in Principal MidCap A Fund (PEMGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Principal MidCap A Fund (PEMGX) has an annual stock turnover rate of 22.60% vs Mid-Cap Growth average of 50.96%. It is good that Principal MidCap A management does not trade extensively for its return.
  • Principal MidCap A Fund (PEMGX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.74, lower than category average of 13.49
  • Principal MidCap A Fund (PEMGX) has a lower expense ratio than its Mid-Cap Growth average: 0.98% vs 1.28%

Principal MidCap A Fund (PEMGX) Weakness What we are cautious about Principal MidCap A (PEMGX) Fund

Data for Principal MidCap A Fund (PEMGX) as of May 30, 2016

  • Principal MidCap A Fund (PEMGX) carries a 5.5% load
See Principal MidCap A Fund (PEMGX) performance details as of May 30, 2016

 

What do you think?

 

Compare Principal MidCap A Fund (PEMGX)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 A4.13-1.1410.8412.06
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 A Fund (PEMGX)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 A Fund (PEMGX) Net Asset TrackingPrincipal MidCap A (PEMGX) Fund Net Asset

Track net asset change of Principal MidCap A fund (PEMGX)

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

  

Graph of Principal MidCap A Fund (PEMGX) Portfolio TrackingPrincipal MidCap A (PEMGX) Fund Portfolio Allocation

Track portfolio allocation change of Principal MidCap A fund (PEMGX)

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 A Fund (PEMGX)

 

graph of Principal MidCap A Fund (PEMGX) Top 10 Position TrackingTop 10 Holdings in Principal MidCap A (PEMGX) Fund

Discover what Principal MidCap A Fund (PEMGX) 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 A Fund (PEMGX)

  

Latest News on Principal MidCap A (PEMGX) Fund

See what is happening with Principal MidCap A Fund (PEMGX)

 

Principal MidCap A Fund (PEMGX) Related ResourcesSee more information on Principal MidCap A (PEMGX) Fund

Popular pages on Principal MidCap A (PEMGX) Fund

  

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