PVMIX Mutual Fund

PVMIX Mutual Fund (Principal MidCap Value Fund Institutional Class) is managed by Principal Funds with $1.01B in net assets. PVMIX expense ratio is 0.69%, holding 735 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2003-12-29.

PVMIX performance shows a YTD return of 15.94%. The 1-year return is 19.84% and the 5-year return is 9.30%. PVMIX dividend yield stands at 6.23%, paid annually.

PVMIX 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 PVMIX holdings, PVMIX sectors, or PVMIX dividends.

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