PMDAX Mutual Fund

PMDAX Mutual Fund (Principal Small-MidCap Dividend Income Fund Class A) is managed by Principal Funds with $207.0M in net assets. PMDAX expense ratio is 1.12%, holding 76 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2011-06-06.

PMDAX performance shows a YTD return of 16.72%. The 1-year return is 23.34% and the 5-year return is 10.23%. PMDAX dividend yield stands at 2.47%, paid quarterly.

PMDAX top holdings include Mks Instruments Inc (3.9%), Amkor Technology, Inc. (3.1%), East West Bancorp, Inc. (2.7%), Nvent Electric Pl (2.7%), Littelfuse Inc (2.5%). 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.