PMBMX Mutual Fund

PMBMX Mutual Fund (Principal MidCap Fund Class R-3) is managed by Principal Funds with $137.8M in net assets. PMBMX expense ratio is 1.13%, holding 72 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2000-12-06.

PMBMX performance shows a YTD return of -4.98%. The 1-year return is -9.52% and the 5-year return is 3.27%. PMBMX dividend yield stands at 6.73%, paid annually.

PMBMX 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 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.