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Fund Intelligence | Best Managers | PMSGX Insights | PMSGX Score | PMSGX Performance | PMSGX Manager | PMSGX News | PMSGX Allocation | PMSGX Holdings Change

Mutual Fund Insights: Principal MidCap Growth R1 Fund (PMSGX)

In-depth Analysis of Principal MidCap Growth R1 Fund (PMSGX)

Mutual fund chart: Principal MidCap Growth R1 Fund (PMSGX)

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See Principal MidCap Growth R1 Fund (PMSGX) performance details as of February 28, 2010

  

    Last Trade: $6.15 on 3/19/2010, Change: -0.07 (-1.13%)
Experiment our closing price forecasting tool for Principal MidCap Growth R1 Fund (PMSGX) (alpha release)

  

Fund Manager - Michael G. Iacono

Fund Manager Tenure: 2.1 years
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)
Michael G. Iacono is portfolio manager of Columbus Circle. Michael G. Iacono is a managing director of CCI, and has been with the firm since 2000.  Get more insights on Michael G. Iacono

  

What we like about Principal MidCap Growth R1 Fund (PMSGX) What we like about Principal MidCap Growth R1 Fund (PMSGX)

Data for Principal MidCap Growth R1 Fund (PMSGX) as of February 28, 2010

  • Principal MidCap Growth R1 Fund (PMSGX) ratio of up-years vs down years is greater than 2
  • Principal MidCap Growth R1 Fund (PMSGX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.5, lower than category average of 23.95

  

What we are cautious about Principal MidCap Growth R1 Fund (PMSGX) What we are cautious about Principal MidCap Growth R1 Fund (PMSGX)

Data for Principal MidCap Growth R1 Fund (PMSGX) as of February 28, 2010

  • Principal MidCap Growth R1 Fund (PMSGX) management has been with Principal MidCap Growth R1 Fund for only 2.1 years, it is hard to judge manager's ability based on this fund's operation record
  • Principal MidCap Growth R1 Fund (PMSGX) has a less-than-ideal short-term performance (1-year return 37.56% vs 58.17 % Mid-Cap Growth category average)
  • Principal MidCap Growth R1 Fund (PMSGX) has a less-than-ideal mid-term performance (3-year return -2.87% vs -4.00 % Mid-Cap Growth category average)
  • Principal MidCap Growth R1 Fund (PMSGX) has a less-than-ideal Long-term performance (5-year return 1.35% vs 2.06 % Mid-Cap Growth category average)
  • Principal MidCap Growth R1 Fund (PMSGX) has a Morningstar rating of 3 and below
  • Principal MidCap Growth R1 Fund (PMSGX) is less safe compared to its Mid-Cap Growth peers
  • Principal MidCap Growth R1 Fund (PMSGX) has an annual stock turnover rate of 227.20% that is higher than the Mid-Cap Growth average of 140.76%. This could mean Principal MidCap Growth R1 is more nimble, but also signal potential high tax impact and high trading fees
  • Principal MidCap Growth R1 Fund (PMSGX) does not have a good risk adjusted return as its 3-year Alpha of 2.82 is worse than category average of 3.16, and its 3-year Sharpe ratio is -0.11
  • Principal MidCap Growth R1 Fund (PMSGX) has a higher management fee of 1.55% than its Mid-Cap Growth average of 1.47%
  • Even though Principal MidCap Growth R1 Fund carries no load, it does have a 0.35% of 12b1 promotion, distributions, marketing expenses
See Principal MidCap Growth R1 Fund (PMSGX) performance details as of February 28, 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 R1 Fund (PMSGX) Net Asset

Track net asset change of Principal MidCap Growth R1 fund (PMSGX)

DateNet Asset
02/2010$101.36M
01/2010$1.19M
11/2009$1.18M
More historic net asset information on Principal MidCap Growth R1 Fund (PMSGX)

  

Principal MidCap Growth R1 Fund (PMSGX) Portfolio Allocation

Track portfolio allocation change of Principal MidCap Growth R1 fund (PMSGX)

DateCashStockBondOther
01/20102.32%97.68%0%0%
10/20091.86%98.13%0%0%
09/20091.16%98.84%0%0%
Click here to see more historic asset allocation information on Principal MidCap Growth R1 Fund (PMSGX)

  

Most Recent Top 10 Holdings in Principal MidCap Growth R1 Fund (PMSGX)

Discover what Principal MidCap Growth R1 Fund (PMSGX) manager is buying

31-Jan-10
F5 Networks, Inc. [3.11%]
Cree, Inc. [3.1%]
ANSYS, Inc. [2.65%]
Gentex Corporation [2.49%]
Dolby Laboratories Common Stock [2.49%]
Shire plc [2.15%]
FLIR Systems, Inc. [2.12%]
NVIDIA Corporation [2.11%]
Ingersoll-Rand plc (Ireland) [2.06%]
Kansas City Southern Common Sto [2.05%]

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%]
Click here for Stock Holding Change Map in Principal MidCap Growth R1 Fund (PMSGX)

  

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