Nasdaq - Delayed Quote • USD
Principal MidCap R4 (PMBSX)
As of 8:05 AM EDT. Market Open.
Fund Summary
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 MidCap R4
Des Moines, IA 50392
711 High Street
Fund Overview
Category | Mid-Cap Growth |
Fund Family | Principal Funds |
Net Assets | 23.04B |
YTD Return | 3.81% |
Yield | 0.00% |
Morningstar Rating | |
Inception Date | Mar 01, 2001 |
Fund Operations
Last Dividend | 0.05 |
Last Cap Gain | 45.00 |
Holdings Turnover | 10.10% |
Average for Category | -- |
Fees & Expenses
Expense | PMBSX | Category Average |
---|---|---|
Annual Report Expense Ratio (net) | 0.60% | 1.09% |
Prospectus Net Expense Ratio | 0.60% | -- |
Prospectus Gross Expense Ratio | 0.60% | -- |
Max 12b1 Fee | -- | -- |
Max Front End Sales Load | -- | 5.36% |
Max Deferred Sales Load | -- | 1.27% |
3 Yr Expense Projection | 0 | -- |
5 Yr Expense Projection | 0 | -- |
10 Yr Expense Projection | 0 | -- |
Management Information
Morningstar Style Box
Morningstar Category
Related Tickers
ENPIX ProFunds UltraSector Energy Investor
46.01
+3.67%
ENPSX ProFunds UltraSector Energy Svc
39.07
+3.66%
RYCVX Rydex Dow 2x Strategy Fund
147.97
+3.00%
RYLDX Rydex Dow 2x Strategy Fund
148.58
+2.99%
RYCYX Rydex Dow 2x Strategy Fund
124.00
+2.99%
FSHCX Fidelity Select Health Care Svcs Port
123.54
+2.82%
FIJGX Fidelity Advisor Telecommunications Z
46.36
+2.39%
FTUCX Fidelity Advisor Telecommunications C
46.06
+2.38%
FTUIX Fidelity Advisor Telecommunications I
46.51
+2.38%
FSTCX Fidelity Select Telecommunications Port
46.62
+2.37%
FTUAX Fidelity Advisor Telecommunications A
46.21
+2.37%
FTUTX Fidelity Advisor Telecommunications M
45.83
+2.37%
UMPIX ProFunds UltraMid Cap Inv
64.42
+2.34%
UMPSX ProFunds UltraMid Cap Svc
49.65
+2.31%
FIJCX Fidelity Advisor Consumer Staples Z
94.56
+2.27%
FDIGX Fidelity Advisor Consumer Staples I
94.67
+2.27%
CNPSX Consumer Staples UltraSector ProFund Svc
63.58
+2.27%
CNPIX Consumer Staples UltraSector ProFund Inv
73.25
+2.26%
FDFAX Fidelity Select Consumer Staples Port
94.97
+2.26%
FDCGX Fidelity Advisor Consumer Staples C
90.45
+2.26%
FDAGX Fidelity Advisor Consumer Staples A
93.67
+2.26%
FDTGX Fidelity Advisor Consumer Staples M
92.43
+2.26%
SSSIX SouthernSun Small Cap, I
29.30
+2.23%
SSSFX SouthernSun Small Cap, N
28.23
+2.21%
FSENX Fidelity Select Energy Portfolio
63.72
+2.03%
FIKAX Fidelity Advisor Energy Z
51.88
+2.03%
FANIX Fidelity Advisor Energy I
51.95
+2.02%
FNRCX Fidelity Advisor Energy Fund
44.59
+2.01%
FAGNX Fidelity Advisor Energy M
50.32
+2.01%
FANAX Fidelity Advisor Energy A
48.92
+2.00%
FMGIX Frontier MFG Core Infrastructure Fund
17.21
+1.98%
FCIVX Frontier MFG Core Infrastructure Service
17.22
+1.98%
CSJIX Cohen & Steers Realty Shares I
61.63
+1.97%
CSJZX Cohen & Steers Realty Shares Z
61.77
+1.96%
CSJAX Cohen & Steers Realty Shares A
61.64
+1.95%
CSRSX Cohen & Steers Realty Shares L
61.65
+1.95%
CSJRX Cohen & Steers Realty Shares R
61.70
+1.95%
CSJCX Cohen & Steers Realty Shares C
61.33
+1.94%
CSRIX Cohen & Steers Instl Realty Shares
45.11
+1.94%
SMVLX Smead Value Investor
82.05
+1.94%
HWLAX Hotchkis & Wiley Large Cap Value A
43.62
+1.93%
SVFAX Smead Value A
81.24
+1.93%
SVFFX Smead Value I1
82.05
+1.93%
SVFKX Smead Value R2
83.11
+1.93%
HWLZX Hotchkis & Wiley Large Cap Value Z
43.90
+1.92%
SVFDX Smead Value R1
80.56
+1.92%
SVFYX Smead Value Y
82.21
+1.92%
HWLCX Hotchkis & Wiley Large Cap Value C
43.26
+1.92%
HWLIX Hotchkis & Wiley Large Cap Value I
43.90
+1.91%
HWCIX Hotchkis & Wiley Diversified Value I
31.03
+1.90%
COBYX The Cook & Bynum
17.20
+1.90%
HWCCX Hotchkis & Wiley Diversified Value C
31.22
+1.89%
HWCAX Hotchkis & Wiley Diversified Value A
31.17
+1.89%
FRESX Fidelity Real Estate Investment Portfolio
36.58
+1.84%
PHRIX Virtus Duff & Phelps Real Estate Securities Fund
17.75
+1.84%
FSRNX Fidelity Real Estate Index
15.01
+1.83%
PHRCX Virtus Duff & Phelps Real Estate Securities Fund
17.79
+1.83%
RIVSX River Oak Discovery
17.25
+1.83%
PHRAX Virtus Duff & Phelps Real Estate Securities Fund
17.83
+1.83%
VRREX Virtus Duff & Phelps Real Estate Secs R6
17.86
+1.82%
CIMDX Clarkston Founders Institutional
15.12
+1.82%
CFMDX Clarkston Founders Founders
15.15
+1.81%
EICVX EIC Value A
17.49
+1.80%
RMLPX Recurrent MLP & Infrastructure Class I
23.26
+1.79%
HCMAX Hillman Value No Load
31.84
+1.79%
FRLAX Franklin Real Estate Securities Fund
17.17
+1.78%
GLFOX Lazard Global Listed Infrastructure Open
15.48
+1.78%
CLIFX Clifford Capital Partners Institutional
18.35
+1.77%
FRRSX Franklin Real Estate Securities C
15.50
+1.77%
FNORX Fidelity Nordic Fund
70.65
+1.77%
UBVFX Undiscovered Managers Behavioral Val R6
83.89
+1.77%
FSERX Franklin Real Estate Securities R6
17.25
+1.77%
UBVVX Undiscovered Managers Behavioral Val R5
83.59
+1.77%
UBVAX Undiscovered Managers Behavioral Val A
80.79
+1.76%
UBVLX Undiscovered Managers Behavioral Val L
83.69
+1.76%
TGUSX TCW Funds, Inc. - TCW New America Premier Equities Fund
31.75
+1.76%
CLIQX Clifford Capital Partners Super Instl
18.48
+1.76%
UBVTX Undiscovered Managers Behavioral Val R3
79.74
+1.76%
UBVSX Undiscovered Managers Behavioral Val I
83.26
+1.76%
EIPIX EIP Growth and Income I
16.77
+1.76%
BIVRX Invenomic Investor
17.94
+1.76%
UBVUX Undiscovered Managers Behavioral Val R4
82.92
+1.75%
UBVRX Undiscovered Managers Behavioral Val R2
79.56
+1.75%
FREEX Franklin Real Estate Securities Fund
16.85
+1.75%
TILCX T. Rowe Price Large-Cap Value Fund
24.43
+1.75%
UBVCX Undiscovered Managers Behavioral Val C
74.52
+1.75%
EICIX EIC Value Institutional
17.51
+1.74%
EICCX EIC Value C
16.94
+1.74%
CLFFX Clifford Capital Partners Investor
18.14
+1.74%
RYAVX Rydex S&P MidCap 400 Pure Value Fund
74.17
+1.73%
RYMVX Rydex S&P MidCap 400 Pure Value Fund
74.26
+1.73%
FJPNX Fidelity Japan
16.54
+1.72%
RYMMX Rydex S&P MidCap 400 Pure Value Fund
60.33
+1.72%
FJPCX Fidelity Advisor Japan C
15.98
+1.72%
BIVIX Invenomic Institutional
18.35
+1.72%
VRGEX Virtus Duff & Phelps Glb Rl Estt Secs R6
31.44
+1.71%
TRLUX T. Rowe Price Lrg Cp Va Inv
24.39
+1.71%
CSVZX Columbia Select Large Cap Value Inst
35.10
+1.71%
GLIFX Lazard Global Listed Infrastructure Inst
15.47
+1.71%
SLVAX Columbia Select Large Cap Value A
33.38
+1.71%