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Principal Fds, Inc.midcap Fd Cl R-1: (MF: PMSBX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$35.76 USD
+0.40 (1.13%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in December 2000 and is managed by Principal Management Corporation. The fund seeks long-term growth by investing primarily in common stocks and other equity securities of medium capitalization companies that the managers believes offer above-average growth potential or has stock that is undervalued. Dividends and capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal MidCap R1 | PMSBX | NA | NA | 0.00 | 0.35 | 0.58 | 1.46 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Blend R3 | PMBMX | 38.33 | 12/6/2000 | 0.00 | 16.88 | 4.48 | 10.62 |
| Principal MidCap Blend R5 | PMBPX | 40.64 | 12/6/2000 | 0.00 | 17.24 | 4.81 | 10.97 |
| Principal MidCap Blend R4 | PMBSX | 40.23 | 12/6/2000 | 0.00 | 17.08 | 4.68 | 10.83 |
| Principal MidCap Blend J | PMBJX | 37.74 | 3/1/2001 | 0.00 | 17.29 | 4.85 | 11.03 |
| Principal MidCap Blend Instl | PCBIX | 41.66 | 7/22/2005 | 0.00 | 17.42 | 4.98 | 11.15 |
| Principal MidCap Blend A | PEMGX | 39.89 | 8/25/1989 | 0.00 | 17.14 | 4.71 | 10.86 |
| Principal MidCap Blend C | PMBCX | 33.19 | 1/17/2007 | 0.00 | 16.17 | 3.87 | 10.00 |
| Principal MidCap Blend R1 | PMSBX | 35.76 | 8/11/2006 | 0.00 | 16.53 | 4.16 | 10.28 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal MidCap R1 | PMSBX | 0 | 0 | 0 | A |
Contact Information
| Family | Principal Financial Group |
| Address | 711 High St Des Moines, IA 50392 |
| Phone | 800 986-3343 |