Principal LargeCap Growth R2
Principal Financial Group 711 High St Des Moines IA 50392
Map
Phone: 800-547-7754
| Category: | Large Growth | | Fund Family: | Principal Funds | | Net Assets: | 22.28M | | Year-to-Date Return: | -13.26% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Dec-00 |
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Anthony Rizza
Lead Manager since
07-Jan-05 | | | Rizza is a portfolio manger with Columbus Circle. He joined the firm in1991. Rizza had previously worked with Connecticut National Bank as a Research Officer. He is a member of the Hartford Society of Security Analysts. Rizza holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of net assets (plus any borrowings for investment purposes) in equity securities of companies with market capitalizations within the range of companies in the Russell 1000 Growth index (as of December 31, 2007, this range was between approximately $0.6 billion and $527.8 billion) at the time of purchase. It may also purchase futures and options, in keeping with fund's objectives. |
| Last Dividend
(23-Dec-04):
| 0.03 | | Last Cap Gain
(21-Dec-07):
| 0.17 | | Annual Holdings Turnover
| 113.00% | | Average for Category:
| 98.32% |
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| Expense | PCPPX | Category
Avg | | Total Expense Ratio: | 1.34%
| 1.35% | | Max 12b1 Fee: | 0.30%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$437 | $622 | | 5 Yr Expense Projection*: |
$755 | $957 | | 10 Yr Expense Projection*: |
$1,657 | $1,889 |
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1.49% Nasdaq 
0.27%
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