PPUMX Mutual Fund
PPUMX Mutual Fund
Principal Large Cap Growth Fund I Class R-3
PPUMX Mutual Fund Overview
PPUMX Mutual Fund (Principal Large Cap Growth Fund I Class R-3) is managed by Principal Funds with $57.8M in net assets. PPUMX expense ratio is 1.16%, holding 416 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2000-12-06.
PPUMX performance shows a YTD return of -2.54%. The 1-year return is 5.62% and the 5-year return is 12.16%. PPUMX dividend yield stands at 19.84%, paid annually.
PPUMX top holdings include Nvidia Corp. (10.7%), Microsoft Corp (9.1%), Apple, Inc (7.0%), Alphabet Inc Common Stock USD 0.001 (5.9%), Broadcom Inc (5.0%). View all PPUMX holdings, sector breakdown, or dividend history.
PPUMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PPUMX alternatives are available via the screener, along with tax-loss harvesting opportunities.