Principal Edge MidCap Fund Class Institutional (PEDGX)

Fund Assets	74.79M
Expense Ratio	0.77%
Min. Investment	$0.00
Turnover	n/a
Dividend (ttm)	0.43
Dividend Yield	3.56%
Dividend Growth	92.94%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Dec 20, 2024

Previous Close	12.00
YTD Return	-5.50%
1-Year Return	3.45%
5-Year Return	63.43%
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	1.04
Holdings	49
Inception Date	Sep 28, 2015

About PEDGX

The Fund's investment strategy focuses on Growth with 0.77% total expense ratio. Principal Funds, Inc: EDGE MidCap Fund; Institutional Class Shares seeks long-term growth of capital. Under normal circumstances, the Fund 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. PEDGX invests in foreign securities.

• Category: Mid-Cap Blend
• Performance Rating: Below Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: PEDGX
• Share Class: Institutional
• Index: Russell MidCap TR

Performance

PEDGX had a total return of 3.45% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.01%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FMEIX	Fidelity	Fidelity® Mid Cap Enhanced Index Fund	0.45%
SWMCX	Schwab	Schwab ® U.S. Mid-Cap Index Fund	0.04%
FLAPX	Fidelity	Fidelity Flex Mid Cap Index Fund	n/a
FSMDX	Fidelity	Fidelity Mid Cap Index Fund	0.03%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
PEDMX	R-6	0.67%
PEMCX	Class A	1.10%

Top 10 Holdings

28.29% of assets

Name	Symbol	Weight
Casey's General Stores, Inc.	CASY	3.18%
STERIS plc	STE	3.03%
Alliant Energy Corporation	LNT	2.88%
Cullen/Frost Bankers, Inc.	CFR	2.87%
Tractor Supply Company	TSCO	2.87%
Hamilton Lane Incorporated	HLNE	2.79%
Tyler Technologies, Inc.	TYL	2.72%
LPL Financial Holdings Inc.	LPLA	2.68%
Fidelity National Financial, Inc.	FNF	2.64%
Fair Isaac Corporation	FICO	2.63%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 20, 2024	$0.1181	Dec 20, 2024
Dec 19, 2024	$0.3085	Dec 19, 2024
Dec 21, 2023	$0.156	Dec 21, 2023
Dec 20, 2023	$0.0651	Dec 20, 2023
Dec 21, 2022	$0.345	Dec 21, 2022
Dec 20, 2022	$1.2714	Dec 20, 2022