PMFMX Mutual Fund
PMFMX Mutual Fund
PMFMX Mutual Fund
Principal MidCap S&P 400 Index Fund R-3 Class
PMFMX Mutual Fund Overview
PMFMX Mutual Fund (Principal MidCap S&P 400 Index Fund R-3 Class) is managed by Principal Funds with $74.3M in net assets. PMFMX expense ratio is 0.73%, holding 404 positions across sectors including Industrials, Financials, Information Technology. 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 7.18%. PMFMX dividend yield stands at 7.19%, paid annually.
PMFMX 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 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.