PCMVX Mutual Fund

PCMVX Mutual Fund (Principal MidCap Value Fund I) is managed by Principal Funds with $50.1M in net assets. PCMVX expense ratio is 1.06%, holding 735 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2019-04-02.

PCMVX performance shows a YTD return of 15.72%. The 1-year return is 19.42% and the 5-year return is 8.88%. PCMVX dividend yield stands at 5.93%, paid annually.

PCMVX 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 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.