PCMVX Mutual Fund

PCMVX Mutual Fund (Principal MidCap Value Fund I) is managed by Principal Funds with $48.9M in net assets. PCMVX expense ratio is 1.06%, holding 735 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2019-04-02.

PCMVX performance shows a YTD return of 15.72%. The 1-year return is 19.42% and the 5-year return is 8.41%. PCMVX dividend yield stands at 5.84%, paid annually.

PCMVX top holdings include Keysight Technologies Inc. (1.7%), Archer-Daniels-Midland Co. (1.7%), Labcorp Holdings Inc (1.6%), Principal Funds, Inc - Government Money Market Fund - Class R-6 (1.4%), Halliburton Co. (1.4%). Go to all PCMVX holdings, PCMVX sectors, or PCMVX dividends.

PCMVX can be compared against other funds. Use PCMVX overlap to find shared positions, or PCMVX vs another fund for a side-by-side view. PCMVX alternatives are available via the screener, along with tax-loss harvesting opportunities.