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NasdaqGM - Delayed Quote USD

Principal MidCap S&P 400 Index J (PMFJX)

18.03
-0.77
(-4.10%)
At close: 8:04:20 PM EDT
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  • Previous Close 18.80
  • YTD Return -6.22%
  • Expense Ratio 0.38%
  • Category Mid-Cap Blend
  • Last Cap Gain 35.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.17B
  • Beta (5Y Monthly) 1.11
  • Yield 1.31%
  • 5y Average Return --
  • Holdings Turnover 19.90%
  • Last Dividend 0.29
  • 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 that compose the Standard & Poor's ("S&P") MidCap 400 Index at the time of purchase. The index is designed to represent U.S. equities with risk/return characteristics of the mid cap universe.

Principal Funds

Fund Family

Mid-Cap Blend

Fund Category

1.17B

Net Assets

2001-03-01

Inception Date

Performance Overview: PMFJX

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Trailing returns as of 4/8/2025. Category is Mid-Cap Blend.

YTD Return

PMFJX
6.22%
Category
17.04%
 

1-Year Return

PMFJX
3.13%
Category
50.44%
 

3-Year Return

PMFJX
4.01%
Category
13.15%
 

5-Year Return

PMFJX
16.46%
Category
13.75%
 

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Holdings: PMFJX

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Sector Weightings

SectorPMFJX
Industrials   20.19%
Technology   13.27%
Healthcare   9.44%
Real Estate   7.68%
Energy   4.73%
Utilities   2.53%

Recent News: PMFJX

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Research Reports: PMFJX

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