PVMIX Mutual Fund

PVMIX Mutual Fund (Principal MidCap Value Fund Institutional Class) is managed by Principal Funds with $606.5M in net assets. PVMIX expense ratio is 0.69%, holding 735 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2003-12-29.

PVMIX performance shows a YTD return of 15.94%. The 1-year return is 19.84% and the 5-year return is 8.82%. PVMIX dividend yield stands at 6.13%, paid annually.

PVMIX 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 PVMIX holdings, PVMIX sectors, or PVMIX dividends.

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