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Principal Midcap Value Fund I Institutional Class (PVMIX)

US Funds

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19.65 -0.04 -0.20%

26/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.37B

Type: Fund

Market: United States

Issuer: Principal Funds

Asset Class: Equity

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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	1.54	2.24	0.70
Stocks	98.40	98.40	0.00
Bonds	0.07	0.07	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.71	14.47
Price to Book	2.46	2.03
Price to Sales	1.65	1.20
Price to Cash Flow	11.31	9.05
Dividend Yield	1.94	2.16
5 Years Earnings Growth	10.02	10.46

Sector Allocation

Name	Net %	Category Average
Financial Services	16.57	17.73
Industrials	16.56	17.06
Consumer Cyclical	12.06	11.81
Technology	11.41	10.70
Real Estate	10.53	8.06
Healthcare	10.00	9.82
Consumer Defensive	6.04	6.44
Basic Materials	5.88	4.97
Energy	5.71	6.00
Utilities	4.41	6.91
Communication Services	0.83	3.01

Region Allocation

North America
Latin America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 730

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Principal Government Money Market R-6	-	2.21	-	-
Ross Stores	US7782961038	1.68	154.89	+0.33%
Lamar	US5128161099	1.64	133.62	+0.41%
Alliant Energy	US0188021085	1.62	63.59	+0.39%
FTI Consulting	US3029411093	1.53	203.72	-0.04%
Willis Towers Watson	IE00BDB6Q211	1.51	320.86	+1.33%
NNN REIT	US6374171063	1.50	44.40	+1.28%
Crown	US2283681060	1.43	93.02	+0.87%
US Foods	US9120081099	1.40	69.85	-0.46%
Quest Diagnostics	US74834L1008	1.35	163.32	+0.65%

Top Equity Funds by Principal Funds

Name	Total Assets	YTD%	3Y%	10Y%
Principal MidCap Institutional	15.13B	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	6.32B	20.82	8.89	12.81
Principal Preferred Securities Inst	4.39B	9.49	1.29	4.30
Principal Real Estate Securities In	3.91B	9.90	-0.07	7.08

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Principal MidCap .	19.65	-0.04	-0.20%