PMBJX Mutual Fund

PMBJX Mutual Fund (Principal MidCap Fund Class J) is managed by Principal Funds with $351.4M in net assets. PMBJX expense ratio is 0.76%, holding 75 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2001-03-01.

PMBJX performance shows a YTD return of -2.28%. The 1-year return is -7.42% and the 5-year return is 4.11%. PMBJX dividend yield stands at 6.52%, paid annually.

PMBJX top holdings include Heico Corp. Cl. A (5.3%), Brookfield Corp (5.2%), Transdigm Group Inc. (5.1%), Live Nation Entertainment Inc (4.9%), Kkr & Co. Inc. Class a (4.7%). 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.