PMFPX Mutual Fund

PMFPX Mutual Fund (Principal MidCap S&P 400 Index Fund R-5 Class) is managed by Principal Funds with $106.2M in net assets. PMFPX expense ratio is 0.42%, holding 411 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2000-12-06.

PMFPX performance shows a YTD return of 14.45%. The 1-year return is 16.73% and the 5-year return is 7.64%. PMFPX dividend yield stands at 7.24%, paid annually.

PMFPX 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 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.