Nasdaq - Delayed Quote USD

Principal MidCap R5 (PMBPX)

43.91
+0.40
+(0.92%)
At close: 8:06:58 AM EDT
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  • Previous Close 43.51
  • YTD Return 3.91%
  • Expense Ratio 0.83%
  • Category Mid-Cap Growth
  • Last Cap Gain 54.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 30.22B
  • Beta (5Y Monthly) 1.12
  • Yield 0.01%
  • 5y Average Return --
  • Holdings Turnover 10.50%
  • Last Dividend 0.00
  • Inception Date Mar 1, 2001

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. 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

30.22B

Net Assets

2001-03-01

Inception Date

More about Principal MidCap R5

Performance Overview: PMBPX

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Trailing returns as of 4/1/2025. Category is Mid-Cap Growth.

YTD Return

PMBPX
3.91%
Category
10.80%
 

1-Year Return

PMBPX
16.50%
Category
48.17%
 

3-Year Return

PMBPX
11.73%
Category
21.26%
 

5-Year Return

PMBPX
13.03%
Category
20.18%
 

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Holdings: PMBPX

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Sector Weightings

SectorPMBPX
Financial Services   26.35%
Industrials   18.74%
Consumer Cyclical   17.30%
Technology   13.56%
Basic Materials   6.92%
Real Estate   5.52%
Communication Services   4.54%
Healthcare   3.81%
Utilities   3.26%
Consumer Defensive   0.00%
Energy   0.00%
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Recent News: PMBPX

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Research Reports: PMBPX

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