PMFJX Mutual Fund

PMFJX Mutual Fund (Principal MidCap S&P 400 Index Fund Class J) is managed by Principal Funds with $164.7M in net assets. PMFJX expense ratio is 0.38%, holding 404 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2001-03-01.

PMFJX performance shows a YTD return of 14.35%. The 1-year return is 20.53% and the 5-year return is 8.06%. PMFJX dividend yield stands at 8.14%, paid annually.

PMFJX top holdings include Twilio Inc. Class A (0.8%), Carpenter Technology Corpcommon Stock (0.8%), Mks Instruments Inc (0.8%), Principal Funds, Inc - Government Money Market Fund - Class R-6 (0.8%), Curtiss-wright Corp (0.8%). Go to all PMFJX holdings, PMFJX sectors, or PMFJX dividends.

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