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Principal Fds, Inc. Midcap S&p 400 Index Fd Cl R-5: (MF: PMFPX)
(NASDAQ Mutual Funds) As of Sep 26, 2024 08:00 PM ET
$26.03 USD
+0.22 (0.85%)
Zacks MF Rank
NA
Fund Description
The fund was incepted in December 2000 and is managed by Principal Management Corporation. The fund seeks long-term growth. The fund attempts to mirror the investment performance of the index by allocating the fund's assets in approximately the same weightings as the S&P 400. Dividends and capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal MidCap S&P 400 R5 | PMFPX | NA | NA | 0.00 | 0.00 | 0.15 | 0.42 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal MidCap S&P 400 R3 | PMFMX | 24.45 | 12/6/2000 | 0.70 | 17.88 | 4.88 | 11.40 |
| Principal MidCap S&P 400 R5 | PMFPX | 25.81 | 12/6/2000 | 0.93 | 18.20 | 5.18 | 11.73 |
| Principal MidCap S&P 400 R4 | PMFSX | 24.41 | 12/6/2000 | 0.85 | 18.12 | 5.07 | 11.60 |
| Principal MidCap S&P 400 J | PMFJX | 22.83 | 1/27/2004 | 1.07 | 18.29 | 5.14 | 11.76 |
| Principal MidCap S&P 400 Instl | MPSIX | 23.84 | 4/27/2007 | 1.14 | 18.43 | 5.39 | 11.94 |
| Principal MidCap S&P 400 R1 | PMSSX | 23.49 | 8/11/2006 | 0.51 | 17.49 | 4.53 | 11.04 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal MidCap S&P 400 R5 | PMFPX | 0 | 0 | 0 | A |
Contact Information
| Family | Principal Financial Group |
| Address | 711 High St Des Moines, IA 50392 |
| Phone | 800 986-3343 |