Nasdaq - Delayed Quote USD

Principal MidCap S&P 400 Index R4 (PMFSX)

27.60
+0.45
+(1.66%)
At close: November 22 at 8:00:57 PM EST
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  • Previous Close 27.15
  • YTD Return 12.20%
  • Expense Ratio 0.54%
  • Category Mid-Cap Blend
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.38B
  • Beta (5Y Monthly) 1.06
  • Yield 0.85%
  • 5y Average Return --
  • Holdings Turnover 20.40%
  • Last Dividend 0.22
  • Inception Date Dec 6, 2000

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

1.38B

Net Assets

2000-12-06

Inception Date

More about Principal MidCap S&P 400 Index R4

Performance Overview: PMFSX

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Trailing returns as of 11/21/2024. Category is Mid-Cap Blend.

YTD Return

PMFSX
12.20%
Category
17.04%
 

1-Year Return

PMFSX
32.22%
Category
50.44%
 

3-Year Return

PMFSX
4.63%
Category
13.15%
 

5-Year Return

PMFSX
10.77%
Category
13.75%
 

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Holdings: PMFSX

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Sector Weightings

SectorPMFSX
Industrials   21.96%
Financial Services   16.64%
Consumer Cyclical   14.27%
Technology   12.60%
Healthcare   9.42%
Real Estate   7.24%
Basic Materials   5.13%
Energy   4.76%
Consumer Defensive   4.41%
Utilities   2.33%
Communication Services   1.24%
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Recent News: PMFSX

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Research Reports: PMFSX

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