PEDGX Mutual Fund
NAV$10.73
AUM$22M
TER0.77%
Holdings48
PEDGX Mutual Fund
NAV$10.73
Principal EDGE MidCap Fund Institutional Class
AUM$22M
TER0.77%
Holdings48
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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. View all PEDGX holdings, sector breakdown, or dividend history.
PEDGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PEDGX alternatives are available via the screener, along with tax-loss harvesting opportunities.