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Mutual Fund Insights: Principal MidCap Growth R4 Fund (PIPPX)

In-depth Analysis of Principal MidCap Growth R4 Fund (PIPPX)

Mutual fund chart: Principal MidCap Growth R4 Fund (PIPPX)

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See Principal MidCap Growth R4 Fund (PIPPX) performance details as of January 31, 2010

  

    Last Trade: $6.66 on 3/17/2010, Change: +0.03 (0.45%)
Experiment our closing price forecasting tool for Principal MidCap Growth R4 Fund (PIPPX) (alpha release)

  

Fund Manager - Clifford G. Fox

Fund Manager Tenure: 5.2 years
Fundmojo Fund Grade: C (Score: 0.52)     (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 R4 Fund (PIPPX) What we like about Principal MidCap Growth R4 Fund (PIPPX)

Data for Principal MidCap Growth R4 Fund (PIPPX) as of January 31, 2010

  • Principal MidCap Growth R4 Fund (PIPPX) management has been with Principal MidCap Growth R4 Fund for 5.2 years
  • Principal MidCap Growth R4 Fund (PIPPX) has good mid-term performance (3-year return -4.41% vs -5.54% Mid-Cap Growth category average)
  • Principal MidCap Growth R4 Fund (PIPPX) ratio of up-years vs down years is greater than 2
  • Principal MidCap Growth R4 Fund (PIPPX) 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 R4 Fund (PIPPX) has a lower management fee than its Mid-Cap Growth average: 1.09% vs 1.46%

  

What we are cautious about Principal MidCap Growth R4 Fund (PIPPX) What we are cautious about Principal MidCap Growth R4 Fund (PIPPX)

Data for Principal MidCap Growth R4 Fund (PIPPX) as of January 31, 2010

  • Principal MidCap Growth R4 Fund (PIPPX) has a less-than-ideal short-term performance (1-year return 21.19% vs 39.73% Mid-Cap Growth category average)
  • Principal MidCap Growth R4 Fund (PIPPX) has a less-than-ideal Long-term performance (5-year return 1.19% vs 1.43% Mid-Cap Growth category average)
  • Principal MidCap Growth R4 Fund (PIPPX) has a Morningstar rating of 3 and below
  • Principal MidCap Growth R4 Fund (PIPPX) is less safe compared to its Mid-Cap Growth peers
  • Principal MidCap Growth R4 Fund (PIPPX) 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 R4 is more nimble, but also signal potential high tax impact and high trading fees
  • Principal MidCap Growth R4 Fund (PIPPX) does not have a good risk adjusted return as its 3-year Alpha of 2.66 is worse than category average of 3.29, and its 3-year Sharpe ratio is -0.2
  • Even though Principal MidCap Growth R4 Fund carries no load, it does have a 0.10% of 12b1 promotion, distributions, marketing expenses
See Principal MidCap Growth R4 Fund (PIPPX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Mid-Cap Growth category?

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

  

Principal MidCap Growth R4 Fund (PIPPX) Net Asset

Track net asset change of Principal MidCap Growth R4 fund (PIPPX)

DateNet Asset
01/2010$6.68M
11/2009$6.76M
10/2009$6.88M
More historic net asset information on Principal MidCap Growth R4 Fund (PIPPX)

  

Principal MidCap Growth R4 Fund (PIPPX) Portfolio Allocation

Track portfolio allocation change of Principal MidCap Growth R4 fund (PIPPX)

DateCashStockBondOther
10/20091.86%98.13%0%0%
09/20091.16%98.84%0%0%
08/20092.85%97.15%0%0%
Click here to see more historic asset allocation information on Principal MidCap Growth R4 Fund (PIPPX)

  

Most Recent Top 10 Holdings in Principal MidCap Growth R4 Fund (PIPPX)

Discover what Principal MidCap Growth R4 Fund (PIPPX) 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-Aug-09
F5 Networks, Inc. [3.02%]
Marvell Technology Group, Ltd. [3.01%]
Activision Blizzard, Inc [2.95%]
PETROHAWK ENERGY CP [2.55%]
Citrix Systems, Inc. [2.42%]
Express Scripts, Inc. [2.41%]
TD Ameritrade Holding Corporati [2.36%]
Starent Networks, Corp. [2.17%]
EDWARDS LIFESCIENCES [2.13%]
Brocade Communications Systems, [2.1%]
Click here for Stock Holding Change Map in Principal MidCap Growth R4 Fund (PIPPX)

  

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