PMPRX Mutual Fund

PMPRX Mutual Fund (Principal MidCap Value Fund Class R3) is managed by Principal Funds with $13.9M in net assets. PMPRX expense ratio is 1.20%, holding 735 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2004-06-01.

PMPRX performance shows a YTD return of 15.67%. The 1-year return is 19.29% and the 5-year return is 7.57%. PMPRX dividend yield stands at 5.95%, paid annually.

PMPRX top holdings include Principal Government Money Market Fund - Class R-6 (2.4%), Raymond James Financial Inc. (1.7%), Keysight Technologies Inc. (1.6%), Alliant Energy Finance Llc 144a (1.6%), Labcorp Holdings Inc (1.6%). Go to all PMPRX holdings, PMPRX sectors, or PMPRX dividends.

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