Nasdaq - Delayed Quote USD

Principal MidCap S&P 400 Index Inst (MPSIX)

19.64
-1.40
(-6.65%)
At close: 8:01:40 PM EDT
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  • Previous Close 21.04
  • YTD Return -0.73%
  • Expense Ratio 0.25%
  • Category Mid-Cap Blend
  • Last Cap Gain 35.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.27B
  • Beta (5Y Monthly) 1.11
  • Yield 1.29%
  • 5y Average Return --
  • Holdings Turnover 19.90%
  • Last Dividend 0.32
  • Inception Date Dec 6, 2000

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that compose the Standard & Poor's ("S&P") MidCap 400 Index at the time of purchase. The index is designed to represent U.S. equities with risk/return characteristics of the mid cap universe.

Principal Funds

Fund Family

Mid-Cap Blend

Fund Category

1.27B

Net Assets

2000-12-06

Inception Date

Performance Overview: MPSIX

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Trailing returns as of 4/2/2025. Category is Mid-Cap Blend.

YTD Return

MPSIX
0.73%
Category
17.04%
 

1-Year Return

MPSIX
8.35%
Category
50.44%
 

3-Year Return

MPSIX
6.62%
Category
13.15%
 

5-Year Return

MPSIX
12.74%
Category
13.75%
 

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Holdings: MPSIX

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Sector Weightings

SectorMPSIX
Industrials   20.19%
Technology   13.27%
Healthcare   9.44%
Real Estate   7.68%
Energy   4.73%
Utilities   2.53%

Recent News: MPSIX

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Research Reports: MPSIX

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