PMFSX Mutual Fund
NAV$27.30
AUM$34M
TER0.54%
Holdings404
PMFSX Mutual Fund
NAV$27.30
Principal MidCap S&P 400 Index Fund R-4 Class
AUM$34M
TER0.54%
Holdings404
PMFSX Mutual Fund Overview
PMFSX Mutual Fund (Principal MidCap S&P 400 Index Fund R-4 Class) is managed by Principal Funds with $33.9M in net assets. PMFSX expense ratio is 0.54%, holding 404 positions across various sectors. Inception date: 2000-12-06.
PMFSX performance shows a YTD return of 21.48%. The 1-year return is 28.61% and the 5-year return is 11.29%. PMFSX dividend yield stands at 0.81%, paid annually.
PMFSX top holdings include a diversified portfolio. View all PMFSX holdings, sector breakdown, or dividend history.
PMFSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PMFSX alternatives are available via the screener, along with tax-loss harvesting opportunities.