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Principal MidCap R4 (PMBSX)
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40.43 - YTD Return 3.81%
- Expense Ratio 1.78%
- Category Mid-Cap Growth
- Last Cap Gain 45.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 23.04B
- Beta (5Y Monthly) 1.12
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 10.10%
- Last Dividend 0.05
- Inception Date Jan 16, 2007
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations at the time of purchase. For this fund, companies with medium market capitalizations are those with market capitalizations within the range of companies comprising the Russell MidCap® Index. The fund also invests in foreign securities.
Principal Funds
Fund Family
Mid-Cap Growth
Fund Category
23.04B
Net Assets
2007-01-16
Inception Date
Performance Overview: PMBSX
Trailing returns as of 5/9/2024. Category is Mid-Cap Growth.
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Holdings: PMBSX
Top 10 Holdings (44.96% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorPMBSX
Financial Services 23.25%
Consumer Cyclical 18.70%
Industrials 17.82%
Technology 15.56%
Real Estate 8.30%
Basic Materials 6.31%
Communication Services 3.43%
Utilities 3.18%
Healthcare 3.07%
Consumer Defensive 0.39%
Energy 0.00%
Recent News: PMBSX
Research Reports: PMBSX
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