PVMIX Mutual Fund

PVMIX Mutual Fund (Principal MidCap Value Fund Institutional Class) is managed by Principal Funds with $201.1M in net assets. PVMIX expense ratio is 0.69%, holding 741 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2003-12-29.

PVMIX performance shows a YTD return of 17.76%. The 1-year return is 18.74% and the 5-year return is 8.66%. PVMIX dividend yield stands at 6.13%, paid annually.

PVMIX top holdings include Archer-daniels D (1.6%), Labcorp Holdings Inc (1.5%), Keysight Technologies Inc. (1.4%), Principal Funds, Inc - Government Money Market Fund - Class R-6 (1.4%), Raymond James Financial Inc. (1.3%). 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.