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Principal Midcap Value Fund I Institutional Class (PVMIX)

US Funds

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19.67 +0.02 +0.10%

29/11 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 1.36B

Type: Fund

Market: United States

Issuer: Principal Funds

Asset Class: Equity

General
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PVMIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Principal MidCap Value I Inst (PVMIX) fund. Our Principal MidCap Value I Inst portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.32	1.87	0.55
Shares	98.69	98.69	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.62	14.49
Price to Book	2.41	2.03
Price to Sales	1.56	1.20
Price to Cash Flow	10.65	9.05
Dividend Yield	1.96	2.15
5 Years Earnings Growth	10.30	10.44

Sector Allocation

Name	Net %	Category Average
Financial Services	16.84	17.76
Industrials	15.51	17.03
Technology	11.83	10.72
Consumer Cyclical	11.69	11.78
Real Estate	10.64	8.05
Healthcare	9.46	9.83
Basic Materials	6.11	4.96
Consumer Defensive	6.08	6.44
Energy	5.76	5.99
Utilities	5.17	6.93
Communication Services	0.92	3.02

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 727

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Principal Government Money Market R-6	-	1.82	-	-
Lamar	US5128161099	1.66	134.02	+0.30%
Ross Stores	US7782961038	1.64	154.87	-0.01%
Alliant Energy	US0188021085	1.62	63.20	-0.61%
Willis Towers Watson	IE00BDB6Q211	1.58	322.00	+0.36%
US Foods	US9120081099	1.42	69.77	-0.11%
Baker Hughes	US05722G1004	1.39	43.95	+0.78%
Crown	US2283681060	1.37	92.09	-1.00%
NNN REIT	US6374171063	1.36	43.98	-0.95%
BJs Wholesale Club	US05550J1016	1.36	96.30	-0.49%

Top Equity Funds by Principal Funds

Name	Total Assets	YTD%	3Y%	10Y%
Principal MidCap Institutional	15.15B	18.77	5.53	12.65
Principal Equity Income Inst	7.75B	16.28	6.02	9.73
Principal Large Cap S&P 500 Index I	6.34B	20.82	8.89	12.81
Principal Preferred Securities Inst	4.38B	9.49	1.29	4.30
Principal Real Estate Securities In	3.96B	9.90	-0.07	7.08

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Principal MidCap .	19.67	+0.02	+0.10%