PCBIX Mutual Fund

PCBIX Mutual Fund (Principal MidCap Fund Institutional Class) is managed by Principal Funds with $11.51B in net assets. PCBIX expense ratio is 0.67%, holding 72 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2001-03-01.

PCBIX performance shows a YTD return of -4.75%. The 1-year return is -9.11% and the 5-year return is 3.73%. PCBIX dividend yield stands at 6.09%, paid annually.

PCBIX top holdings include Heico Corp. Cl. A (5.2%), Transdigm Group Inc. (5.2%), Hilton Worldwide Holdings, Inc. (5.1%), Vulcan Materials Co. (5.0%), Brookfield Corp (5.0%). Go to all PCBIX holdings, PCBIX sectors, or PCBIX dividends.

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