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Principal MidCap Value I A (PCMVX)

14.02
-0.41
(-2.84%)
As of 8:06:56 AM EDT. Market Open.
Loading Chart for PCMVX
  • Previous Close 14.43
  • YTD Return -1.81%
  • Expense Ratio 1.07%
  • Category Mid-Cap Value
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 2.43B
  • Beta (5Y Monthly) 0.93
  • Yield 1.09%
  • 5y Average Return --
  • Holdings Turnover 55.30%
  • Last Dividend 0.19
  • Inception Date Dec 29, 2003

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of value companies with medium market capitalizations. It invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued.

Principal Funds

Fund Family

Mid-Cap Value

Fund Category

2.43B

Net Assets

2003-12-29

Inception Date

Performance Overview: PCMVX

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Trailing returns as of 4/10/2025. Category is Mid-Cap Value.

YTD Return

PCMVX
1.81%
Category
21.28%
 

1-Year Return

PCMVX
0.03%
Category
55.83%
 

3-Year Return

PCMVX
4.88%
Category
11.08%
 

5-Year Return

PCMVX
17.40%
Category
11.93%
 

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Holdings: PCMVX

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Sector Weightings

SectorPCMVX
Industrials   14.48%
Technology   12.75%
Healthcare   9.36%
Real Estate   8.63%
Energy   6.09%
Utilities   5.57%

Recent News: PCMVX

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Research Reports: PCMVX

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