PMDDX Mutual Fund

PMDDX Mutual Fund (Principal Small-MidCap Dividend Income Fund Class C) is managed by Principal Funds with $13.6M in net assets. PMDDX expense ratio is 1.87%, holding 81 positions across sectors including Financials, Industrials, Real Estate. Inception date: 2012-06-14.

PMDDX performance shows a YTD return of 14.29%. The 1-year return is 15.59% and the 5-year return is 8.24%. PMDDX dividend yield stands at 1.84%, paid quarterly.

PMDDX top holdings include East West Bancorp, Inc. (2.8%), Quest Diagnostics Inc (2.5%), Wintrust Financial Corp (2.5%), Mks Instruments Inc (2.4%), Packaging Corp. Of America (2.4%). Go to all PMDDX holdings, PMDDX sectors, or PMDDX dividends.

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