PEDGX Mutual Fund

PEDGX Mutual Fund

NAV$10.73
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Fund Essentials

Net Assets
$22M
Expense Ratio
0.77%
Dividend Yield (Current)
0.87%
Holdings
48
Inception Date
Sep 28, 2015
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+6.71%
1 Year+5.13%
3 Year+10.82%
5 Year+9.27%

Asset Allocation

Stocks: 98.69%
Cash: 1.31%
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Dividend Summary

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Dividend Yield (Current)
0.87%
Frequency
Annually
Latest Distribution
$0.08
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PEDGX Mutual Fund Overview

PEDGX Mutual Fund (Principal EDGE MidCap Fund Institutional Class) is managed by Principal Funds with $22.2M in net assets. PEDGX expense ratio is 0.77%, holding 48 positions across various sectors. Inception date: 2015-09-28.

PEDGX performance shows a YTD return of 6.71%. The 1-year return is 5.13% and the 5-year return is 9.27%. PEDGX dividend yield stands at 0.87%, paid annually.

PEDGX top holdings include a diversified portfolio. Go to all PEDGX holdings, PEDGX sectors, or PEDGX dividends.

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