PMDIX Mutual Fund

PMDIX Mutual Fund (Principal Small-MidCap Dividend Income Fund Institutional Class) is managed by Principal Funds with $639.6M in net assets. PMDIX expense ratio is 0.85%, holding 81 positions across sectors including Industrials, Financials, Real Estate. Inception date: 2011-06-06.

PMDIX performance shows a YTD return of 11.31%. The 1-year return is 16.39% and the 5-year return is 8.79%. PMDIX dividend yield stands at 1.20%, paid quarterly.

PMDIX 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 PMDIX holdings, PMDIX sectors, or PMDIX dividends.

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