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Nasdaq - Delayed Quote USD

Principal Small-MidCap Dividend Inc R6 (PMDHX)

17.30
-0.06
(-0.35%)
At close: 8:01:58 PM EDT
Loading Chart for PMDHX
  • Previous Close 17.36
  • YTD Return -3.49%
  • Expense Ratio 0.79%
  • Category Mid-Cap Value
  • Last Cap Gain 33.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.57B
  • Beta (5Y Monthly) 1.06
  • Yield 1.57%
  • 5y Average Return --
  • Holdings Turnover 37.30%
  • Last Dividend 0.07
  • Inception Date Jan 3, 2017

The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying equity securities of companies with small-to-medium market capitalizations. Its investments include the securities of foreign issuers and real estate investment trusts.

Principal Funds

Fund Family

Mid-Cap Value

Fund Category

1.57B

Net Assets

2017-01-03

Inception Date

Performance Overview: PMDHX

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Trailing returns as of 4/29/2025. Category is Mid-Cap Value.

YTD Return

PMDHX
3.49%
Category
21.28%
 

1-Year Return

PMDHX
1.02%
Category
55.83%
 

3-Year Return

PMDHX
5.76%
Category
11.08%
 

5-Year Return

PMDHX
16.59%
Category
11.93%
 

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Holdings: PMDHX

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Sector Weightings

SectorPMDHX
Industrials   16.67%
Real Estate   11.32%
Technology   8.20%
Healthcare   7.26%
Energy   6.09%
Utilities   5.78%

Recent News: PMDHX

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Research Reports: PMDHX

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