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Principal Fds, Inc. Midcap Fd J Cl: (MF: PMBJX)
(NASDAQ Mutual Funds) As of Nov 6, 2024 08:00 PM ET
$43.81 USD
+1.30 (3.06%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in December 2000 and is managed by Principal Management Corporation. The fund seeks long-term growth by investing primarily in common stocks and other equity securities of medium capitalization companies that the managers believes offer above-average growth potential or has stock that is undervalued. Dividends and capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal MidCap J | PMBJX | NA | NA | 1.00 | 0.15 | 0.58 | 0.78 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Blend J | PMBJX | 43.81 | 3/1/2001 | 0.00 | 37.36 | 8.29 | 12.62 |
| Principal MidCap Blend R3 | PMBMX | 42.72 | 12/6/2000 | 0.00 | 36.84 | 7.90 | 12.21 |
| Principal MidCap Blend R5 | PMBPX | 45.33 | 12/6/2000 | 0.00 | 37.29 | 8.23 | 12.56 |
| Principal MidCap Blend R4 | PMBSX | 45.53 | 12/6/2000 | 0.00 | 37.11 | 8.11 | 12.43 |
| Principal MidCap Blend A | PEMGX | 44.57 | 8/25/1989 | 0.00 | 37.18 | 8.14 | 12.46 |
| Principal MidCap Blend Instl | PCBIX | 46.58 | 7/22/2005 | 0.03 | 37.50 | 8.41 | 12.74 |
| Principal MidCap Blend C | PMBCX | 37.00 | 1/17/2007 | 0.00 | 36.05 | 7.27 | 11.58 |
| Principal MidCap Blend R1 | PMSBX | 39.03 | 8/11/2006 | 0.00 | 36.44 | 7.56 | 11.87 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal MidCap J | PMBJX | 1000 | 100 | 0 | A |
Contact Information
| Family | Principal Financial Group |
| Address | 711 High St Des Moines, IA 50392 |
| Phone | 800 986-3343 |