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 $113.7M 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 15.56%. The 1-year return is 25.36% and the 5-year return is 8.12%. PMFPX dividend yield stands at 7.08%, 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%), CuIss-Wright Corp (0.7%). View all PMFPX holdings, sector breakdown, or dividend history.
PMFPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PMFPX alternatives are available via the screener, along with tax-loss harvesting opportunities.