Principal LargeCap Growth Fund I R-3 Class (PPUMX)

$15.67
C Fund
++ Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Growth
Fund BenchmarkU.S. All Cap - Growth
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Principal LargeCap Growth Fund I R-3 Class 33 0.94 10.20% -0.29% 1.16%
U.S. All Cap - Growth 33 0.96 12.59% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 9.89% 12.16% -2.27%
Year-to-Date 10.20% 12.59% -2.40%
1 Year 32.46% 0.00% 32.46%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

33%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 33% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 1.16%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$1,448

Real cost (fees + lost compounding)

$1,794

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
-0.60%