PMSBX Mutual Fund
NAV$40.56
AUM$3M
TER1.46%
Holdings72
PMSBX Mutual Fund
NAV$40.56
Principal MidCap Fund Class R-1
AUM$3M
TER1.46%
Holdings72
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PMSBX Mutual Fund Overview
PMSBX Mutual Fund (Principal MidCap Fund Class R-1) is managed by Principal Funds with $2.8M in net assets. PMSBX expense ratio is 1.46%, holding 72 positions across various sectors. Inception date: 2004-11-01.
PMSBX performance shows a YTD return of 28.76%. The 1-year return is 29.90% and the 5-year return is 11.61%.
PMSBX top holdings include a diversified portfolio. View all PMSBX holdings, sector breakdown, or dividend history.
PMSBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PMSBX alternatives are available via the screener, along with tax-loss harvesting opportunities.