PMDIX Mutual Fund

PMDIX Mutual Fund (Principal Small-MidCap Dividend Income Fund Institutional Class) is managed by Principal Funds with $669.8M in net assets. PMDIX expense ratio is 0.85%, holding 76 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2011-06-06.

PMDIX performance shows a YTD return of 16.93%. The 1-year return is 23.68% and the 5-year return is 9.95%. PMDIX dividend yield stands at 2.74%, paid quarterly.

PMDIX top holdings include Mks Instruments Inc (3.6%), Amkor Technology, Inc. (3.2%), East West Bancorp, Inc. (2.7%), Nvent Electric Pl (2.5%), Wintrust Financial Corp (2.4%). 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.