PEMCX Mutual Fund

PEMCX Mutual Fund

NAV$10.62
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Fund Essentials

Net Assets
$13M
Expense Ratio
1.10%
Dividend Yield (Current)
0.55%
Holdings
48
Inception Date
Dec 31, 2018
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+6.61%
1 Year+4.90%
3 Year+10.49%
5 Year+8.93%

Asset Allocation

Stocks: 98.69%
Cash: 1.31%
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Dividend Summary

View Details →
Dividend Yield (Current)
0.55%
Frequency
Annually
Latest Distribution
$0.04
-

Peer Comparison

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

PEMCX Mutual Fund Overview

PEMCX Mutual Fund (Principal EDGE MidCap Fund Class A) is managed by Principal Funds with $13.1M in net assets. PEMCX expense ratio is 1.10%, holding 48 positions across various sectors. Inception date: 2018-12-31.

PEMCX performance shows a YTD return of 6.61%. The 1-year return is 4.90% and the 5-year return is 8.93%. PEMCX dividend yield stands at 0.55%, paid annually.

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

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