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Principal MidCap S&P 400 Index Fund

ProfileAssetsFlowsFeesPerformanceRetirementManagers

Principal MidCap S&P 400 Index Fund

ProfileAssetsFlowsFeesPerformanceRetirementManagers

Profile

Data Providers

Overview

  • category
    Mid-Cap Core Funds
  • management type
    Index
  • total assets
    $1.23B
Read description

Assets

Net Assets

Total Net Assets

$1.23B

(Through Dec 2020)

Display Assets By

(Select one)
  • Net Assets
  • Share Class
  • Distribution Channel
There is no Net Asset data available to display at this time.

Flows

Net Flows

1 Year Net Flows

$83.13M

(Through Dec 2020)

Display Flows By

(Select one)
  • Net Flows
  • Share Class
  • Distribution Channel
There is no Net Flows data available to display at this time.
* BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

Fees

Fee Comparison

expense ratio range

0.16% to 1.04%

There is no Fee data available to display at this time.
Why Do Investment Expenses Matter?
Ryan Alfred

Turnover

turnover

24.0%

There is no Turnover data available to display at this time.
Why Does Fund Turnover Matter?
Ryan Alfred

Performance

Growth of 10k

1 Year Return

17.38% to 18.39%

There is no Performance data available to display at this time.

Retirement

Top Plans

Plan Name % Allocation
Automotive of York, Inc.
18%
Dyer, Garofalo, Mann & Schultz 401(k) Profit Sharing Plan
13%
California Supply, Inc. 401(k) Profit Sharing Plan
10%
Some Plan Name
10%
Some Other Really long plan Name
5%
Another Plan Name
10%
Finally, the Plan Name
5%
View all plans with this Fund
for Asset Managers

Managers

Current Fund Managers

  • Jeffrey A. Schwarte

    01-01-2016 - present

  • Aaron J. Siebel

    01-01-2018 - present