PMBMX Mutual Fund

PMBMX Mutual Fund (Principal MidCap Fund Class R-3) is managed by Principal Funds with $116.8M in net assets. PMBMX expense ratio is 1.13%, holding 75 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2000-12-06.

PMBMX performance shows a YTD return of -2.49%. The 1-year return is -7.74% and the 5-year return is 3.74%. PMBMX dividend yield stands at 6.55%, paid annually.

PMBMX 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 PMBMX holdings, PMBMX sectors, or PMBMX dividends.

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