PEMGX Mutual Fund

PEMGX Mutual Fund (Principal MidCap Fund Class A) is managed by Principal Funds with $1.64B in net assets. PEMGX expense ratio is 0.90%, holding 72 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2005-06-28.

PEMGX performance shows a YTD return of -4.87%. The 1-year return is -9.32% and the 5-year return is 3.42%. PEMGX dividend yield stands at 6.41%, paid annually.

PEMGX top holdings include Heico Corp. Cl. A (5.2%), Transdigm Group Inc. (5.2%), Hilton Worldwide Holdings, Inc. (5.1%), Vulcan Materials Co. (5.0%), Brookfield Corp (5.0%). Go to all PEMGX holdings, PEMGX sectors, or PEMGX dividends.

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