Nasdaq - Delayed Quote USD

Principal MidCap R1 (PMSBX)

40.97
+0.63
+(1.56%)
As of November 22 at 8:00:57 PM EST. Market Open.
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  • Previous Close 40.34
  • YTD Return 17.99%
  • Expense Ratio 1.46%
  • Category Mid-Cap Growth
  • Last Cap Gain 45.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 30.8B
  • Beta (5Y Monthly) 1.12
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 10.10%
  • Last Dividend 0.12
  • Inception Date Jan 16, 2007

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations at the time of purchase. For this fund, companies with medium market capitalizations are those with market capitalizations within the range of companies comprising the Russell MidCap® Index. The fund also invests in foreign securities.

Principal Funds

Fund Family

Mid-Cap Growth

Fund Category

30.8B

Net Assets

2007-01-16

Inception Date

More about Principal MidCap R1

Performance Overview: PMSBX

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Trailing returns as of 11/22/2024. Category is Mid-Cap Growth.

YTD Return

PMSBX
17.99%
Category
10.80%
 

1-Year Return

PMSBX
39.90%
Category
48.17%
 

3-Year Return

PMSBX
4.70%
Category
21.26%
 

5-Year Return

PMSBX
11.33%
Category
20.18%
 

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Holdings: PMSBX

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Sector Weightings

SectorPMSBX
Financial Services   25.92%
Industrials   17.96%
Consumer Cyclical   17.01%
Technology   14.95%
Basic Materials   7.18%
Real Estate   6.02%
Communication Services   4.19%
Healthcare   3.40%
Utilities   3.37%
Consumer Defensive   0.00%
Energy   0.00%
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Recent News: PMSBX

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Research Reports: PMSBX

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