PMFJX Mutual Fund
PMFJX Mutual Fund
PMFJX Mutual Fund
Principal MidCap S&P 400 Index Fund Class J
PMFJX Mutual Fund Overview
PMFJX Mutual Fund (Principal MidCap S&P 400 Index Fund Class J) is managed by Principal Funds with $173.3M in net assets. PMFJX expense ratio is 0.38%, holding 404 positions across sectors including Industrials, Financials, Information Technology. 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 7.52%. PMFJX dividend yield stands at 8.15%, paid annually.
PMFJX top holdings include Principal Government Money Market Fund - Class R-6 (1.1%), Ciena Corp (1.1%), Coherent, Inc (1.0%), Lumentum Holdings Inc (0.8%), Curtiss-wright Corp (0.7%). 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.