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Mutual Fund Insights: Principal MidCap Growth Inst Fund (PGWIX)

In-depth Analysis of Principal MidCap Growth Inst Fund (PGWIX)

Mutual fund chart: Principal MidCap Growth Inst Fund (PGWIX)

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See Principal MidCap Growth Inst Fund (PGWIX) performance details as of January 31, 2010

  

    Last Trade: $6.53 on 3/18/2010, Change: -0.03 (-0.46%)
Experiment our closing price forecasting tool for Principal MidCap Growth Inst Fund (PGWIX) (alpha release)

  

Fund Manager - Clifford G. Fox

Fund Manager Tenure: 5.2 years
Fundmojo Fund Grade: C (Score: 0.56)     (What does this score mean?)
Fox is a portfolio manager and managing director at Columbus Circle Investors, his employer since October 1992. Prior to joining the firm, he was vice president of equity investments at General Reinsurance Corporation. He is a member of the New York Society of Security Analysts. Fox holds the Chartered Financial Analyst designation.  Get more insights on Clifford G. Fox

  

What we like about Principal MidCap Growth Inst Fund (PGWIX) What we like about Principal MidCap Growth Inst Fund (PGWIX)

Data for Principal MidCap Growth Inst Fund (PGWIX) as of January 31, 2010

  • Principal MidCap Growth Inst Fund (PGWIX) management has been with Principal MidCap Growth Inst Fund for 5.2 years
  • Principal MidCap Growth Inst Fund (PGWIX) has good mid-term performance (3-year return -4.05% vs -5.54% Mid-Cap Growth category average)
  • Principal MidCap Growth Inst Fund (PGWIX) has good Long-term performance (5-year return 1.57% vs 1.43% Mid-Cap Growth category average)
  • Principal MidCap Growth Inst Fund (PGWIX) ratio of up-years vs down years is greater than 2
  • Principal MidCap Growth Inst Fund (PGWIX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.23, lower than category average of 23.72
  • Principal MidCap Growth Inst Fund (PGWIX) has a lower management fee than its Mid-Cap Growth average: 0.70% vs 1.46%
  • Principal MidCap Growth Inst Fund (PGWIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Principal MidCap Growth Inst Fund (PGWIX) What we are cautious about Principal MidCap Growth Inst Fund (PGWIX)

Data for Principal MidCap Growth Inst Fund (PGWIX) as of January 31, 2010

  • Principal MidCap Growth Inst Fund (PGWIX) has a less-than-ideal short-term performance (1-year return 21.61% vs 39.73% Mid-Cap Growth category average)
  • Principal MidCap Growth Inst Fund (PGWIX) has a Morningstar rating of 3 and below
  • Principal MidCap Growth Inst Fund (PGWIX) is less safe compared to its Mid-Cap Growth peers
  • Principal MidCap Growth Inst Fund (PGWIX) has an annual stock turnover rate of 227.20% that is higher than the Mid-Cap Growth average of 138.22%. This could mean Principal MidCap Growth Inst is more nimble, but also signal potential high tax impact and high trading fees
  • Principal MidCap Growth Inst Fund (PGWIX) does not have a good risk adjusted return as its 3-year Alpha of 3.03 is worse than category average of 3.29, and its 3-year Sharpe ratio is -0.18
See Principal MidCap Growth Inst Fund (PGWIX) performance details as of January 31, 2010

  

  

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Principal MidCap Growth Inst Fund (PGWIX) Net Asset

Track net asset change of Principal MidCap Growth Inst fund (PGWIX)

DateNet Asset
01/2010$33.19M
11/2009$35.26M
10/2009$35.00M
More historic net asset information on Principal MidCap Growth Inst Fund (PGWIX)

  

Principal MidCap Growth Inst Fund (PGWIX) Portfolio Allocation

Track portfolio allocation change of Principal MidCap Growth Inst fund (PGWIX)

DateCashStockBondOther
10/20091.86%98.13%0%0%
09/20091.16%98.84%0%0%
07/20092.58%97.42%0%0%
Click here to see more historic asset allocation information on Principal MidCap Growth Inst Fund (PGWIX)

  

Most Recent Top 10 Holdings in Principal MidCap Growth Inst Fund (PGWIX)

Discover what Principal MidCap Growth Inst Fund (PGWIX) manager is buying

31-Oct-09
F5 Networks, Inc. [3.51%]
PETROHAWK ENERGY CP [3%]
NEWELL RUBBERMAID [2.75%]
GAP INC [2.56%]
RANGE RES CORP [2.56%]
Express Scripts, Inc. [2.51%]
Cree, Inc. [2.39%]
Life Technologies Corporation [2.27%]
KOHLS CP [2.21%]
GLOBAL PAYMENTS INC [2.14%]

30-Sep-09
PETROHAWK ENERGY CP [3.19%]
F5 Networks, Inc. [2.97%]
NEWELL RUBBERMAID [2.85%]
GAP INC [2.45%]
CAPITAL ONE FINANCIA [2.45%]
RANGE RES CORP [2.41%]
Wynn Resorts, Limited [2.36%]
Express Scripts, Inc. [2.34%]
TD Ameritrade Holding Corporati [2.26%]
JEFFERIES GROUP INC [2.21%]

31-Jul-09
Marvell Technology Group, Ltd. [3.16%]
F5 Networks, Inc. [2.97%]
PETROHAWK ENERGY CP [2.54%]
NEWELL RUBBERMAID [2.5%]
TD Ameritrade Holding Corporati [2.28%]
Express Scripts, Inc. [2.25%]
CAPITAL ONE FINANCIA [2.25%]
RANGE RES CORP [2.1%]
Activision, Inc. [2%]
JEFFERIES GROUP INC [1.98%]
Click here for Stock Holding Change Map in Principal MidCap Growth Inst Fund (PGWIX)

  

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