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.

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Protected Investors of America
  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Federated TrustConnect NTF
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • RBC Wealth Management-Advisory Eligible
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Fidelity Advisor 401(k) I Shares
  • Morgan Stanley Select UMA
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • ADP Access Open Fund Architecture
  • H Beck Inc.
  • Securities America Inc.
  • DailyAccess Corporation MATC
  • Fidelity Advisor 401(k) A Shares
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only
  • Fidelity Advisor 401(k) M Shares
  • Pershing Retirement Plan Network
  • Kestra Financial
  • ADP Advisor Access 3(21) Tier 2
  • LPL Brokerage Availability - November 2024
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category Mid-Cap Blend
Fund Family Principal Funds
Net Assets 1.16B
YTD Return -8.34%
Yield 1.38%
Morningstar Rating
Inception Date Mar 01, 2001

Performance & Risk

YTD Return -5.15%
5y Average Return 13.42%
Rank in Category (ytd) 77
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

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