Nasdaq - Delayed Quote USD

Principal MidCap S&P 400 Index Inst (MPSIX)

20.80
-0.02
(-0.10%)
As of 8:06:41 AM EDT. Market Open.
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  • Previous Close 20.82
  • YTD Return -8.34%
  • Expense Ratio 0.25%
  • Category Mid-Cap Blend
  • Last Cap Gain 35.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.16B
  • Beta (5Y Monthly) 1.15
  • Yield 1.38%
  • 5y Average Return --
  • Holdings Turnover 19.90%
  • Last Dividend 0.32
  • 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

1.16B

Net Assets

2001-03-01

Inception Date

More about Principal MidCap S&P 400 Index Inst

Performance Overview: MPSIX

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Trailing returns as of 5/8/2025. Category is Mid-Cap Blend.

YTD Return

MPSIX
8.34%
Category
17.04%
 

1-Year Return

MPSIX
0.83%
Category
50.44%
 

3-Year Return

MPSIX
5.93%
Category
13.15%
 

5-Year Return

MPSIX
13.06%
Category
13.75%
 

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Holdings: MPSIX

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Sector Weightings

SectorMPSIX
Industrials   20.42%
Financial Services   17.50%
Consumer Cyclical   13.82%
Technology   12.90%
Healthcare   9.31%
Real Estate   8.07%
Consumer Defensive   5.36%
Basic Materials   4.50%
Energy   4.37%
Utilities   2.72%
Communication Services   1.04%
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Recent News: MPSIX

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Research Reports: MPSIX

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