PEDMX Mutual Fund

PEDMX Mutual Fund

NAV$10.80
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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%
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Dividend Summary

View Details →
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

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. Go to all PEDMX holdings, PEDMX sectors, or PEDMX dividends.

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