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Principal Midcap Value Fund I Institutional Class (PVMIX)

US Funds

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15.99 -0.02 -0.12%

14/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.04B

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	2.02	2.84	0.82
Stocks	97.94	97.94	0.00
Bonds	0.04	0.04	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.92	14.45
Price to Book	2.40	2.01
Price to Sales	1.59	1.19
Price to Cash Flow	10.54	9.09
Dividend Yield	1.82	2.18
5 Years Earnings Growth	9.60	10.10

Sector Allocation

Name	Net %	Category Average
Financial Services	16.88	17.66
Industrials	14.91	16.42
Consumer Cyclical	12.71	11.58
Technology	12.42	11.05
Real Estate	9.43	7.59
Healthcare	9.06	10.27
Consumer Defensive	6.07	6.72
Energy	6.03	6.28
Basic Materials	5.98	4.89
Utilities	5.32	6.94
Communication Services	1.18	3.23

Region Allocation

North America
Latin America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 725

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Principal Government Money Market R-6	-	2.74	-	-
Ross Stores	US7782961038	1.86	139.09	+0.24%
Willis Towers Watson	IE00BDB6Q211	1.69	322.27	+0.58%
Alliant Energy	US0188021085	1.68	61.67	+0.55%
US Foods	US9120081099	1.61	70.85	-0.56%
Baker Hughes	US05722G1004	1.55	46.98	+1.25%
Genpact	BMG3922B1072	1.51	54.69	-0.65%
Quest Diagnostics	US74834L1008	1.36	169.65	+0.52%
Hartford	US4165151048	1.33	112.82	+0.75%
Crown	US2283681060	1.31	89.28	+1.42%

Top Equity Funds by Principal Funds

Name	Total Assets	YTD%	3Y%	10Y%
Principal MidCap Institutional	15.01B	5.25	10.95	13.21
Principal Equity Income Inst	7.32B	5.07	7.37	10.29
Principal Large Cap S&P 500 Index I	6.48B	2.79	11.73	13.56
Principal Preferred Securities Inst	4.23B	0.84	2.32	4.19
Principal Large Cap Value III Inst	3.65B	3.84	8.17	9.88

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Principal MidCap .	15.99	-0.02	-0.12%