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Investment Type: pifretail

MidCap Fund (A) (PEMGX)






Class A | Class B | Class C | Class J | Class P

Quick Facts


PEMGX
06/28/2005

12/06/2000
Mid Cap Growth
$8,958.78

Investment Strategy

   What's this?
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations at the time of each purchase. It invests in equity securities with value and/or growth characteristics and constructs an investment portfolio that has a "blend" of equity securities with these characteristics. Investing in value equity securities is an investment strategy that emphasizes buying equity securities that appear to be undervalued.




Morningstar Style Box™

  as of 07/31/2014
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Investment Style
Stylebox Market Capitalization

Overall Morningstar Star Rating™

  as of 08/31/2014
What's this?

Out of 642 Mid Cap Growth Funds

StarRating

Morningstar's Star Ratings reflect risk adjusted performance and are derived from a weighted average of the performance figures associated with its three, five, and ten-year (if applicable) time periods.


Total Returns



Investment results shown represent historical performance and do not guarantee future results. Investment returns and principal values fluctuate with changes in interest rates and other market conditions so the value, when redeemed, may be worth more or less than original costs. Current performance may be lower or higher than the performance data shown.

Where gross and net expense ratios differ, Principal Management Corporation has contractually agreed to limit the investment option's expenses. Differences also may be due to Principal Management Corporation's decision to pay (through the same dates) certain expenses that would normally be payable by the fund. Returns displayed are based on net total investment expense.


Month-End | Quarter-End
Average Annual Total Returns as of 08/31/2014
1 Month3 MonthYTD1 Year3 Year5 Year10 YearSince     
Inception*
Excluding Sales Charge % 4.47 5.73 8.50 23.19 21.03 20.20 11.71 10.12
Including Sales Charge % -1.26 -0.09 2.52 16.41 18.77 18.84 11.08 9.66
Russell Midcap Index % 4.83 5.08 10.56 25.32 21.04 19.29 11.07 ---
Mid Cap Growth Category % 4.80 5.19 5.24 19.94 17.42 16.98 9.90 ---
Morningstar Percentile Rankings** --- --- --- 23 8 6 13 ---
# of Funds in Category 784 776 763 741 642 582 424 ---
06/28/200512/06/2000
**Morningstar percentile rankings are based on total returns and do not reflect the inclusion of sales charges. If sales charges were reflected, rankings could be lower.


Expenses

  as of 12/08/2014
Total Investment Expense - Gross: 1.02%
Total Investment Expense - Net: 1.02%
Maximum Up-front Sales Charge: 5.50%
Contingent Deferred Sales Charge: 1.00%
12b-1 Fee: 0.25%



Growth of $10,000

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Represents performance for Class A shares adjusted for the maximum sales charge and assumes the reinvestment of distributions.

Performance assumes reinvestment of all dividends and capital gains. Extended performance is calculated based on the historical performance of the investment option's oldest share class, adjusted for the fees and expenses of the share class shown. Periods of less than one year are not annualized.



Inv Manager or Sub-Advisor

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Principal Global Investors



Portfolio Managers

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K. William Nolin , CFA
Since 12/06/2000
M.B.A. , Yale University

Thomas Rozycki , CFA
Since 03/01/2013
B.A. , Drake University






Morningstar
© 2014 Morningstar, Inc. All Rights Reserved. Part of the mutual fund data contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

The full name of this investment option is Principal MidCap Fund (A).

Investors should carefully consider a fund's investment objectives, risks, charges, and expenses prior to investing. A prospectus, or summary prospectus if available, containing this and other information can be obtained by contacting a financial professional, visiting principalfunds.com, or calling 800-222-5852. Read the prospectus carefully before investing.

Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc., member of the Principal Financial Group®. Principal Funds Distributor, Principal Shareholder Services, Principal Management Corporation and its affiliates, and Principal Funds, Inc. are collectively referred to as Principal Funds.

Not FDIC Insured
May Lose Value - Not a Deposit - No Bank Guarantee
Not Insured by any Federal Government Agency

Russell Midcap Index includes firms 201 through 1000, based on market capitalization, from the Russell 3000 Index.

Small-cap and mid-cap investment options are subject to more fluctuation in value and may have additional risks than other investment options with stocks of larger, more stable companies.

These calculated returns reflect the historical performance of the oldest share class of the fund, adjusted to reflect a portion of the fees and expenses of this share class. For time periods prior to inception date of the fund, predecessor performance is reflected. Please see the fund's prospectus for more information on specific expenses, and the fund's most recent shareholder report for actual date of first sale. Expenses are deducted from income earned by the fund. As a result, dividends and investment results will differ for each share class.

Formerly known as MidCap Blend Fund.

Effective June 14, 2013, the Principal MidCap Fund closed to certain new investors. Please see the prospectus for more complete information