PMBJX Mutual Fund

PMBJX Mutual Fund (Principal MidCap Fund Class J) is managed by Principal Funds with $408.1M in net assets. PMBJX expense ratio is 0.76%, holding 72 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2001-03-01.

PMBJX performance shows a YTD return of -4.81%. The 1-year return is -9.20% and the 5-year return is 3.64%. PMBJX dividend yield stands at 6.69%, paid annually.

PMBJX 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 PMBJX holdings, PMBJX sectors, or PMBJX dividends.

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