PCMSX Mutual Fund

PCMSX Mutual Fund (Principal MidCap Value Fund Class R6) is managed by Principal Funds with $1.25B in net assets. PCMSX expense ratio is 0.64%, holding 735 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2019-04-02.

PCMSX performance shows a YTD return of 16.03%. The 1-year return is 19.90% and the 5-year return is 9.38%. PCMSX dividend yield stands at 6.26%, paid annually.

PCMSX top holdings include Principal Government Money Market Fund - Class R-6 (2.4%), Raymond James Financial Inc. (1.7%), Keysight Technologies Inc. (1.6%), Alliant Energy Finance Llc 144a (1.6%), Labcorp Holdings Inc (1.6%). 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.