Principal Fds, Inc. Midcap S&p 400 Index Fd L R-3: (MF: PMFMX)
(NASDAQ Mutual Funds) As of Oct 18, 2024 08:00 PM ET
$26.23 USD
+0.01 (0.04%)
Fund Description
The fund was incepted in December 2000 and is managed by Principal Management Corporation. The fund seeks long-term growth. The fund attempts to mirror the investment performance of the index by allocating the fund's assets in approximately the same weightings as the S&P 400. Dividends and capital gains are distributed annually.
Load Information
Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
---|---|---|---|---|---|---|---|
Principal MidCap S&P 400 R3 | PMFMX | NA | NA | 0.00 | 0.25 | 0.15 | 0.73 |
Return Data
Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
---|---|---|---|---|---|---|---|
Principal MidCap S&P 400 R3 | PMFMX | 26.23 | 12/6/2000 | 0.69 | 25.84 | 6.69 | 10.97 |
Principal MidCap S&P 400 R5 | PMFPX | 26.52 | 12/6/2000 | 0.92 | 26.19 | 7.03 | 11.31 |
Principal MidCap S&P 400 R4 | PMFSX | 26.19 | 12/6/2000 | 0.84 | 26.10 | 6.90 | 11.18 |
Principal MidCap S&P 400 J | PMFJX | 24.31 | 1/27/2004 | 1.06 | 26.28 | 7.07 | 11.35 |
Principal MidCap S&P 400 Instl | MPSIX | 25.32 | 4/27/2007 | 1.13 | 26.38 | 7.21 | 11.50 |
Principal MidCap S&P 400 R1 | PMSSX | 24.99 | 8/11/2006 | 0.50 | 25.38 | 6.36 | 10.62 |
Investment Information
Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
---|---|---|---|---|---|
Principal MidCap S&P 400 R3 | PMFMX | 0 | 0 | 0 | A |
Contact Information
Family | Principal Financial Group |
Address | 711 High St Des Moines, IA 50392 |
Phone | 800 986-3343 |