PEDMX Mutual Fund

NAV$10.80

Fund Essentials

Net Assets
$12M
Expense Ratio
0.67%
Dividend Yield (Current)
0.94%
Holdings
48
Inception Date
Jan 3, 2017
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+6.83%
1 Year+5.34%
3 Year+10.95%
5 Year+9.39%

Asset Allocation

Stocks: 98.69%
Cash: 1.31%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
0.94%
Frequency
Annually
Latest Distribution
$0.10
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how PEDMX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
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PEDMX Mutual Fund Overview

PEDMX Mutual Fund (Principal EDGE MidCap Fund Class R6) is managed by Principal Funds with $12.0M in net assets. PEDMX expense ratio is 0.67%, holding 48 positions across various sectors. Inception date: 2017-01-03.

PEDMX performance shows a YTD return of 6.83%. The 1-year return is 5.34% and the 5-year return is 9.39%. PEDMX dividend yield stands at 0.94%, paid annually.

PEDMX top holdings include a diversified portfolio. View all PEDMX holdings, sector breakdown, or dividend history.

PEDMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PEDMX alternatives are available via the screener, along with tax-loss harvesting opportunities.