EM

EDGE MidCap Fund | PEDGX

Mutual Fund
PRINCIPAL FUNDS INC
Last update 2025-06-16 47 Stocks (1 new)
Value $69.00 Mil Turnover 6 %
Countries:
Top Holdings: CFR(3.04%)CASY(3.03%)LPLA(2.92%)STE(2.85%)TSCO(2.83%)
Summary Stock Picks Current Portfolio
EDGE MidCap Fund Top Holdings of 2025-02-28 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CFR
Cullen/Frost Bankers Inc
15,240
2,088.3
-12.09%
3.040
-0.38%
0.020
+27.60%
+3.11%
8,768.9
Banks
CASY
Casey's General Stores Inc
5,031
2,083.9
-8.01%
3.030
-0.24%
0.010
+13.10%
+30.67%
19,207.3
Retail - Cyclical
LPLA
LPL Financial Holdings Inc
5,397
2,006.3
+6.07%
2.920
+0.17%
0.010
+19.54%
+14.12%
29,748.6
Capital Markets
STE
Steris PLC
8,953
1,963.0
-1.57%
2.850
-0.04%
0.010
+3.38%
+11.48%
22,431.5
Medical Devices & Instruments
TSCO
Tractor Supply Co
35,210
1,948.9
0%
2.830
0%
0.010
+10.41%
+7.96%
30,110.2
Retail - Cyclical
HLNE
Hamilton Lane Inc
12,453
1,946.7
+0.40%
2.830
+0.01%
0.030
+10.76%
+3.02%
6,263.3
Asset Management
LNT
Alliant Energy Corp
29,962
1,933.5
-16.95%
2.810
-0.50%
0.010
+3.31%
+6.76%
15,946.9
Utilities - Regulated
LECO
Lincoln Electric Holdings Inc
9,304
1,923.0
-8.65%
2.800
-0.25%
0.020
+23.44%
+19.73%
12,437.0
Industrial Products
TYL
Tyler Technologies Inc
3,127
1,902.6
-2.31%
2.770
-0.06%
0.010
-2.94%
-4.31%
23,795.6
Software
FNF
Fidelity National Financial Inc
29,333
1,892.9
-13.01%
2.750
-0.36%
0.010
-11.17%
-4.35%
14,501.0
Insurance

EDGE MidCap Fund's Historical Top Holdings Breakdowns

EDGE MidCap Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LFUS
Littelfuse Inc
2025-02-28
Sold Out
Sold Out
-2.01%
●
224 ($239.83) 255.16
$233.85
-2.49%
Sold Out
0
-6,320
TFX
Teleflex Inc
2025-02-28
Sold Out
Sold Out
-1.69%
●
132.75 ($177.48) 194.31
$116.40
-34.42%
Sold Out
0
-6,794
MPWR
Monolithic Power Systems Inc
2025-02-28
Add
Add
+1.59%
●
567.64 ($630.48) 720.25
$736.06
16.75%
Add 300.17%
2,385
1,789
CAH
Cardinal Health Inc
2025-02-28
New Buy
New Buy
+1.34%
●
115.82 ($123.64) 130.73
$160.97
30.19%
New holding
7,094
7,094
IPG
The Interpublic Group of Companies Inc
The Interpublic Group of Companies Inc
2025-02-28
Reduce
Reduce
-1.02%
●
26.64 ($28.34) 30.81
$24.75
-12.67%
Reduce -82.75%
5,359
-25,716
CTRA
Coterra Energy Inc
2025-02-28
Add
Add
+0.70%
●
23.67 ($26.9) 29.83
$25.28
-6.02%
Add 111.81%
33,579
17,726
LII
Lennox International Inc
2025-02-28
Reduce
Reduce
-0.66%
●
575.14 ($628.64) 668.03
$616.85
-1.88%
Reduce -20.76%
2,920
-765
TLN
Talen Energy Corp
2025-02-28
Add
Add
+0.62%
●
192.16 ($219.8) 250.37
$276.17
25.65%
Add 123.46%
3,734
2,063
DTM
DT Midstream Inc
2025-02-28
Add
Add
+0.53%
●
92.93 ($102.02) 113.75
$103.35
1.30%
Add 104.4%
7,430
3,795
WTRG
Essential Utilities Inc
2025-02-28
Reduce
Reduce
-0.52%
●
33.49 ($36.37) 40.19
$37.33
2.64%
Reduce -21.12%
37,274
-9,983

EDGE MidCap Fund Total Holding History ($B)

To

EDGE MidCap Fund's Asset Allocation

To

EDGE MidCap Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

EDGE MidCap Fund's Hypothetical Growth since 2025-02-28

EDGE MidCap Fund's Yearly Returns

Year Portfolio % % Excess Gain %

EDGE MidCap Fund's Holdings Heat Map

Size field:

EDGE MidCap Fund's Holdings Bubble Chart

EDGE MidCap Fund News

  • 1

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