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Principal MidCap Value I R3 (PMPRX)

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14.46-0.10 (-0.69%)
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Principal MidCap Value I R3

Principal Financial Group

711 High Street

Des Moines, IA 50392

Management information
Randy L. Welch,Lead manager since 1 June 2009
Mr. Welch is a Vice President of Principal Management Corporation. Mr. Welch joined the Principal Financial Group in 1989 and oversees the functions of the Investment Services group, which includes investment manager research, investment consulting, performance analysis, and investment communication. He is also responsible for the due diligence program that monitors investment managers used by the Principal Funds. Mr. Welch is an affiliate member of the Chartered Financial Analysts (CFA) Institute. Mr. Welch earned a B.A. in Business/ Finance from Grand View College and an M.B.A. from Drake University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Value
Fund familyPrincipal Funds
Net assets3.45B
YTD return-5.66%
Morningstar rating★★★★
Inception date31 May 2004

Fund operations

Last dividend0.14
Last cap gain0.00
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

ExpensePMPRXCategory average
Annual report expense ratio (net)0.00%1.01%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.38%
Max deferred sales loadN/A1.14%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A