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Nasdaq - Delayed Quote USD
Principal MidCap R4 (PMBSX)
47.76
+0.67
+(1.42%)
At close: November 22 at 8:00:57 PM EST
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47.09 - YTD Return 18.47%
- Expense Ratio 0.96%
- Category Mid-Cap Growth
- Last Cap Gain 45.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 30.8B
- 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
30.8B
Net Assets
2007-01-16
Inception Date
Performance Overview: PMBSX
View MoreTrailing returns as of 11/21/2024. Category is Mid-Cap Growth.
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Holdings: PMBSX
View MoreSector Weightings
SectorPMBSX
Financial Services 25.92%
Industrials 17.96%
Consumer Cyclical 17.01%
Technology 14.95%
Basic Materials 7.18%
Real Estate 6.02%
Communication Services 4.19%
Healthcare 3.40%
Utilities 3.37%
Consumer Defensive 0.00%
Energy 0.00%
Recent News: PMBSX
View MoreResearch Reports: PMBSX
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