PMBPX Mutual Fund

PMBPX Mutual Fund (Principal MidCap Fund Class R-5) is managed by Principal Funds with $151.2M in net assets. PMBPX expense ratio is 0.82%, holding 75 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2000-12-06.

PMBPX performance shows a YTD return of -2.30%. The 1-year return is -7.42% and the 5-year return is 3.99%. PMBPX dividend yield stands at 6.10%, paid annually.

PMBPX 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 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.