PCMVX Mutual Fund

PCMVX Mutual Fund (Principal MidCap Value Fund I) is managed by Principal Funds with $46.6M in net assets. PCMVX expense ratio is 1.06%, holding 741 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2019-04-02.

PCMVX performance shows a YTD return of 17.48%. The 1-year return is 18.33% and the 5-year return is 8.24%. PCMVX dividend yield stands at 5.84%, paid annually.

PCMVX 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 PCMVX holdings, PCMVX sectors, or PCMVX dividends.

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