PMBCX Mutual Fund

PMBCX Mutual Fund (Principal MidCap Fund Class C) is managed by Principal Funds with $21.5M in net assets. PMBCX expense ratio is 1.71%, holding 72 positions across sectors including Consumer Discretionary, Industrials, Financials. Inception date: 2007-01-16.

PMBCX performance shows a YTD return of -5.32%. The 1-year return is -10.04% and the 5-year return is 2.59%. PMBCX dividend yield stands at 7.99%, paid annually.

PMBCX top holdings include Heico Corp. Class A (5.2%), Transdigm Group Inc. (5.2%), Hilton Worldwide Holdings, Inc. (5.1%), Vulcan Materials Co. (5.0%), O'reilly Automotive, Inc. (4.5%). Go to all PMBCX holdings, PMBCX sectors, or PMBCX dividends.

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