Principal Fds, Inc. Midcap Fd Cl R-4: (MF: PMBSX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$41.67 USD
+0.47 (1.14%)
Fund Description
The fund was incepted in December 2000 and is managed by Principal Management Corporation. The fund seeks long-term growth by investing primarily in common stocks and other equity securities of medium capitalization companies that the managers believes offer above-average growth potential or has stock that is undervalued. Dividends and capital gains are distributed annually.
Load Information
Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
---|---|---|---|---|---|---|---|
Principal MidCap R4 | PMBSX | NA | NA | 0.00 | 0.10 | 0.58 | 0.96 |
Return Data
Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
---|---|---|---|---|---|---|---|
Principal MidCap Blend R3 | PMBMX | 38.33 | 12/6/2000 | 0.00 | 16.88 | 4.48 | 10.62 |
Principal MidCap Blend R5 | PMBPX | 40.64 | 12/6/2000 | 0.00 | 17.24 | 4.81 | 10.97 |
Principal MidCap Blend R4 | PMBSX | 41.67 | 12/6/2000 | 0.00 | 17.08 | 4.68 | 10.83 |
Principal MidCap Blend J | PMBJX | 37.74 | 3/1/2001 | 0.00 | 17.29 | 4.85 | 11.03 |
Principal MidCap Blend Instl | PCBIX | 41.66 | 7/22/2005 | 0.00 | 17.42 | 4.98 | 11.15 |
Principal MidCap Blend A | PEMGX | 39.89 | 8/25/1989 | 0.00 | 17.14 | 4.71 | 10.86 |
Principal MidCap Blend C | PMBCX | 33.19 | 1/17/2007 | 0.00 | 16.17 | 3.87 | 10.00 |
Principal MidCap Blend R1 | PMSBX | 34.53 | 8/11/2006 | 0.00 | 16.53 | 4.16 | 10.28 |
Investment Information
Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
---|---|---|---|---|---|
Principal MidCap R4 | PMBSX | 0 | 0 | 0 | A |
Contact Information
Family | Principal Financial Group |
Address | 711 High St Des Moines, IA 50392 |
Phone | 800 986-3343 |