PMDHX Mutual Fund

PMDHX Mutual Fund (Principal Small-MidCap Dividend Income Fund Class R6) is managed by Principal Funds with $205.9M in net assets. PMDHX expense ratio is 0.78%, holding 76 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2017-01-03.

PMDHX performance shows a YTD return of 17.02%. The 1-year return is 23.79% and the 5-year return is 10.02%. PMDHX dividend yield stands at 2.79%, paid quarterly.

PMDHX top holdings include Mks Instruments Inc (3.6%), Amkor Technology, Inc. (3.2%), East West Bancorp, Inc. (2.7%), Nvent Electric Plc_None_0 (2.5%), Wintrust Financial Corp (2.4%). Go to all PMDHX holdings, PMDHX sectors, or PMDHX dividends.

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