PMDAX Mutual Fund

PMDAX Mutual Fund (Principal Small-MidCap Dividend Income Fund Class A) is managed by Principal Funds with $187.1M in net assets. PMDAX expense ratio is 1.12%, holding 81 positions across sectors including Industrials, Financials, Real Estate. Inception date: 2011-06-06.

PMDAX performance shows a YTD return of 11.06%. The 1-year return is 16.02% and the 5-year return is 8.52%. PMDAX dividend yield stands at 0.95%, paid quarterly.

PMDAX top holdings include East West Bancorp, Inc. (2.8%), Quest Diagnostics Inc. (2.7%), Packaging Corp. Of America (2.4%), Mks Instruments Inc (2.3%), Wintrust Financial Corp (2.3%). Go to all PMDAX holdings, PMDAX sectors, or PMDAX dividends.

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