Back to top
Principal Fds, Inc. Midcap Fd Cl R-5: (MF: PMBPX)
(NASDAQ Mutual Funds) As of Oct 15, 2024 08:00 PM ET
$45.33 USD
-0.08 (-0.18%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in December 2000 and is managed by Principal Management Corporation. The fund seeks long-term growth by investing primarily in common stocks and other equity securities of medium capitalization companies that the managers believes offer above-average growth potential or has stock that is undervalued. Dividends and capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal MidCap R5 | PMBPX | NA | NA | 0.00 | 0.00 | 0.58 | 0.84 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Blend R3 | PMBMX | 40.56 | 12/6/2000 | 0.00 | 26.73 | 5.72 | 11.85 |
| Principal MidCap Blend R5 | PMBPX | 45.33 | 12/6/2000 | 0.00 | 27.14 | 6.05 | 12.20 |
| Principal MidCap Blend R4 | PMBSX | 42.82 | 12/6/2000 | 0.00 | 26.97 | 5.92 | 12.06 |
| Principal MidCap Blend J | PMBJX | 40.18 | 3/1/2001 | 0.00 | 27.22 | 6.06 | 12.26 |
| Principal MidCap Blend A | PEMGX | 42.22 | 8/25/1989 | 0.00 | 27.04 | 5.94 | 12.09 |
| Principal MidCap Blend Instl | PCBIX | 44.12 | 7/22/2005 | 0.03 | 27.34 | 6.21 | 12.38 |
| Principal MidCap Blend C | PMBCX | 35.08 | 1/17/2007 | 0.00 | 26.02 | 5.10 | 11.22 |
| Principal MidCap Blend R1 | PMSBX | 36.72 | 8/11/2006 | 0.00 | 26.35 | 5.39 | 11.50 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal MidCap R5 | PMBPX | 0 | 0 | 0 | A |
Contact Information
| Family | Principal Financial Group |
| Address | 711 High St Des Moines, IA 50392 |
| Phone | 800 986-3343 |