PMGJX Mutual Fund

PMGJX Mutual Fund

NAV$5.36
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Fund Essentials

Net Assets
$84M
Expense Ratio
0.90%
Dividend Yield (Current)
-
Holdings
57
Inception Date
Mar 1, 2001
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+9.13%
1 Year+26.53%
3 Year+11.91%
5 Year+8.55%
10 Year+11.19%

Asset Allocation

Stocks: 96.18%
Cash: 3.82%
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Dividend Summary

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Frequency
Annually
Latest Distribution
$2.15
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PMGJX Mutual Fund Overview

PMGJX Mutual Fund (Principal MidCap Growth Fund Class J) is managed by Principal Funds with $84.3M in net assets. PMGJX expense ratio is 0.90%, holding 57 positions across various sectors. Inception date: 2001-03-01.

PMGJX performance shows a YTD return of 9.13%. The 1-year return is 26.53% and the 5-year return is 8.55%.

PMGJX top holdings include a diversified portfolio. Go to all PMGJX holdings, PMGJX sectors, or PMGJX dividends.

PMGJX can be compared against other funds. Use PMGJX overlap to find shared positions, or PMGJX vs another fund for a side-by-side view. PMGJX alternatives are available via the screener, along with tax-loss harvesting opportunities.