Nasdaq - Delayed Quote USD

Principal MidCap S&P 400 Index R3 (PMFMX)

25.88 +0.36 (+1.41%)
At close: November 5 at 6:45 PM EST
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DELL
  • Previous Close 25.52
  • YTD Return 12.87%
  • Expense Ratio 0.73%
  • Category Mid-Cap Blend
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.3B
  • Beta (5Y Monthly) 1.05
  • Yield 0.69%
  • 5y Average Return --
  • Holdings Turnover 20.40%
  • Last Dividend 0.18
  • Inception Date Mar 1, 2001

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the Standard & Poor's ("S&P") MidCap 400 Index at the time of purchase. The index is designed to represent U.S. equities with risk/return characteristics of the mid cap universe.

Principal Funds

Fund Family

Mid-Cap Blend

Fund Category

1.3B

Net Assets

2001-03-01

Inception Date

Performance Overview: PMFMX

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Trailing returns as of 11/1/2024. Category is Mid-Cap Blend.

YTD Return

PMFMX
12.87%
Category
17.04%
?

1-Year Return

PMFMX
25.86%
Category
50.44%
?

3-Year Return

PMFMX
6.69%
Category
13.15%
?

5-Year Return

PMFMX
10.97%
Category
13.75%
?

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Holdings: PMFMX

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Top 9 Holdings (7.81% of Total Assets)

SymbolCompany% Assets
PGWXX
PGWXX 2.70%
ILMN
Illumina, Inc. 0.69%
CSL
Carlisle Companies Incorporated 0.69%
EME
EMCOR Group, Inc. 0.67%
WSM
Williams-Sonoma, Inc. 0.67%
LII
Lennox International Inc. 0.65%
AVTR
Avantor, Inc. 0.59%
MANH
Manhattan Associates, Inc. 0.58%
WSO
Watsco, Inc. 0.57%

Sector Weightings

Recent News: PMFMX

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Research Reports: PMFMX

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