PMFPX Mutual Fund
PMFPX Mutual Fund
PMFPX Mutual Fund
Principal MidCap S&P 400 Index Fund R-5 Class
PMFPX Mutual Fund Overview
PMFPX Mutual Fund (Principal MidCap S&P 400 Index Fund R-5 Class) is managed by Principal Funds with $116.1M in net assets. PMFPX expense ratio is 0.42%, holding 404 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2000-12-06.
PMFPX performance shows a YTD return of 14.28%. The 1-year return is 20.48% and the 5-year return is 7.52%. PMFPX dividend yield stands at 7.25%, paid annually.
PMFPX 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 PMFPX holdings, PMFPX sectors, or PMFPX dividends.
PMFPX can be compared against other funds. Use PMFPX overlap to find shared positions, or PMFPX vs another fund for a side-by-side view. PMFPX alternatives are available via the screener, along with tax-loss harvesting opportunities.