PMSBX Mutual Fund
PMSBX Mutual Fund
NAV$40.56
AUM$3M
TER1.46%
Holdings72
See how much of PMSBX you already own
PMSBX Mutual Fund
NAV$40.56
Principal MidCap Fund Class R-1
AUM$3M
TER1.46%
Holdings72
See how much of PMSBX you already own
See how much of PMSBX you already own
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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. Go to all PMSBX holdings, PMSBX sectors, or PMSBX dividends.
PMSBX can be compared against other funds. Use PMSBX overlap to find shared positions, or PMSBX vs another fund for a side-by-side view. PMSBX alternatives are available via the screener, along with tax-loss harvesting opportunities.