MPSIX Mutual Fund

MPSIX Mutual Fund (Principal MidCap S&P 400 Index Fund Institutional Class) is managed by Principal Funds with $280.3M in net assets. MPSIX expense ratio is 0.25%, holding 404 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2001-03-01.

MPSIX performance shows a YTD return of 14.44%. The 1-year return is 20.67% and the 5-year return is 7.69%. MPSIX dividend yield stands at 7.83%, paid annually.

MPSIX top holdings include Principal Government Money Market Fund - Class R-6 (1.1%), Ciena Corp (1.1%), Coherent, Inc (1.0%), Lumentum Holdings Inc (0.8%), Curtiss-wright Corp (0.7%). Go to all MPSIX holdings, MPSIX sectors, or MPSIX dividends.

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