PMFMX Mutual Fund

PMFMX Mutual Fund (Principal MidCap S&P 400 Index Fund R-3 Class) is managed by Principal Funds with $70.5M in net assets. PMFMX expense ratio is 0.73%, holding 404 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2000-12-06.

PMFMX performance shows a YTD return of 14.09%. The 1-year return is 20.07% and the 5-year return is 7.68%. PMFMX dividend yield stands at 7.18%, paid annually.

PMFMX 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 PMFMX holdings, PMFMX sectors, or PMFMX dividends.

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