PMBPX Mutual Fund

PMBPX Mutual Fund (Principal MidCap Fund Class R-5) is managed by Principal Funds with $178.9M in net assets. PMBPX expense ratio is 0.82%, holding 72 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2000-12-06.

PMBPX performance shows a YTD return of -4.84%. The 1-year return is -9.20% and the 5-year return is 3.59%. PMBPX dividend yield stands at 6.26%, paid annually.

PMBPX 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 PMBPX holdings, PMBPX sectors, or PMBPX dividends.

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