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Investment Type: pif

Edge MidCap Inst Fund (PEDGX)

Portfolio Composition

  as of 09/30/2021
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Asset Distribution
Asset TypeNetShortLong
U.S. Stocks 93.9% 0.0%   93.9%  
Non-U.S. Stocks 3.38% 0.0%   3.38%  
Cash 2.73% 0.0%   2.73%  

Top 10 Holdings

  as of 09/30/2021
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% of Net Assets
Expeditors International of Washington Inc 3.99
YETI Holdings Inc 3.71
Lincoln Electric Holdings Inc 3.55
Teradyne Inc 3.41
Steris PLC 3.40
Teleflex Inc 3.35
Avery Dennison Corp 3.33
Littelfuse Inc 3.19
Fair Isaac Corp 3.16
Universal Health Services Inc Class B 3.14
Total*: 34.24
*Values may exceed 100% if both long and short positions are included in the portfolio

View Full Portfolio Holdings

Morningstar Style Box™

  as of 09/30/2021
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Investment Style
Stylebox Market Capitalization

Stock Sector Breakdown

  as of 09/30/2021
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% of Net Assets
Cyclical 32.25
Basic Materials 2.16
Consumer Cyclical 11.23
Financial Svcs 11.44
Real Estate 7.42
Defensive 16.40
Healthcare 11.82
Utilities 4.58
Sensitive 51.34
Comm Svcs 5.47
Energy 3.97
Industrials 22.80
Technology 19.10


  as of 09/30/2021
Average Market Cap (mil): $10,872.74
Price/Earnings Ratio: 18.46
Price/Book Ratio: 3.06
Price/Cash Flow Ratio: 12.38
Turnover Ratio: 14.40%

© 2021 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.

Past performance is no guarantee of future results. Investment options are subject to investment risk. Shares or unit values will fluctuate and investments, when redeemed, may be worth more or less than their original cost.

Portfolio holdings are subject to change and companies referenced in this report may not currently be held. Information is current as of the creation of this piece. Keep in mind that portfolio holdings are subject to risk. Click here for a complete list of the most recent publicly available holdings.

Insurance products and plan administrative services, if applicable, are provided by Principal Life Insurance Company. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities are offered through Principal Securities, Inc., 800-547-7754, member SIPC and/or independent broker/dealers. Securities sold by a Principal Securities Registered Representative are offered through Principal Securities. Principal Funds Distributor, Principal Securities and Principal Life are members of the Principal Financial Group®, Des Moines, IA 50392. Certain investment options may not be available in all states or U.S. commonwealths.

The full name of this investment option is Principal Funds, Inc. - Principal Edge MidCap Inst Fund.

Investors should carefully consider a mutual 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, or calling 1-800-547-7754. Read the prospectus carefully before investing.

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.

Small-cap and mid-cap stocks may have additional risks, including greater price volatility.