PEMGX Rating, Research - Principal Midcap Blend A

Principal Midcap Blend A (pemgx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 45

Threats + Weaknesses = 26

When strengths & opportunities substantially exceed threats & weaknesses an investment in the pemgx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Principal Midcap Blend A (PEMGX) Description: PEMGX is a mutual fund, which is an investment that owns a basket of assets. The PEMGX mutual fund was provided by Principle and this investment vehicle derives the majority of its value from equity holdings (stocks). Principles mutual fund has a long management tenure and is in the large fund size classification. PEMGXs minimum initial investment amount is $1000 while the IRA minimum is $1000. PEMGXs expense ratio is roughly 1%. The latest PEMGXs front end load was 6% and the back end load was 0%. The Principal Midcap Blend A (PEMGX) mutual fund falls under the mid-cap mixed category. PEMGX focuses its investments in USA and PEMGX is not affiliated with a particular industry or fund sector. The Principal Midcap Blend A (PEMGX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find PEMGXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of PEMGXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests in growth-oriented common stocks (see stock research) by utilizing a highly disciplined, purely quantitative formula known as the Cornerstone Growth Strategy. The Growth Strategy has historically selected small cap companies, but may also select mid and large cap companies. From a universe of stocks (see stock research) with market capitalization exceeding $175 million, the Cornerstone Growth Strategy selects the 50 common stocks (see stock research), weighted equally by dollar amount, with 2% of the portfolio??s assets invested in each.

Management Analysis Update

The pemgx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update