PCMSX Mutual Fund

PCMSX Mutual Fund (Principal MidCap Value Fund Class R6) is managed by Principal Funds with $1.16B in net assets. PCMSX expense ratio is 0.64%, holding 741 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2019-04-02.

PCMSX performance shows a YTD return of 17.85%. The 1-year return is 18.81% and the 5-year return is 9.22%. PCMSX dividend yield stands at 6.16%, paid annually.

PCMSX top holdings include Archer-daniels D (1.6%), Labcorp Holdings Inc (1.5%), Keysight Technologies Inc. (1.4%), Principal Funds, Inc - Government Money Market Fund - Class R-6 (1.4%), Raymond James Financial Inc. (1.3%). Go to all PCMSX holdings, PCMSX sectors, or PCMSX dividends.

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