PMFJX Mutual Fund

PMFJX Mutual Fund (Principal MidCap S&P 400 Index Fund Class J) is managed by Principal Funds with $159.1M in net assets. PMFJX expense ratio is 0.38%, holding 411 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2001-03-01.

PMFJX performance shows a YTD return of 14.49%. The 1-year return is 16.78% and the 5-year return is 7.15%. PMFJX dividend yield stands at 8.14%, paid annually.

PMFJX top holdings include Illumina, Inc. (0.9%), Twilio Inc. Class A (0.8%), Technipfmc Plc Ordinary Shares (0.8%), Curtiss-wright Corp (0.8%), Carpenter Technology Corpcommon Stock (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.