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Nasdaq - Delayed Quote USD

Principal MidCap S&P 400 Index R4 (PMFSX)

27.60
+0.45
+(1.66%)
At close: November 22 at 8:00:57 PM EST

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • TradeStation Securities
  • UBS Financial Services Inc
  • Protected Investors of America
  • Comerica Bank
  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Shareholders Services Group
  • JPMorgan
  • TD Ameritrade Trust Company
  • CommonWealth PPS
  • Edward Jones
  • Fidelity Institutional FundsNetwork
  • DATALynx
  • Ameriprise Brokerage
  • Federated TrustConnect
  • SunGard Transaction Network
  • Royal Alliance
  • Raymond James
  • Raymond James WRAP Eligible
  • Bear Stearns No-Load Transaction Fee
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Sterne, Agee & Leach, Inc.,
  • Firstrade
  • Scottrade TF
  • Standard Retirement Services, Inc.
  • Morgan Stanley Consulting Group Advisor
  • Matrix Financial Solutions
  • Trade PMR Transaction Fee
  • TD Ameritrade Institutional
  • NYLIM 401(k) Complete
  • Met Life Resources MFSP Alliance List
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • Bear Stearns
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • MSWM Brokerage
  • ADP Access Open Fund Architecture
  • DailyAccess Corporation Mid-Atlantic
  • H Beck Inc.
  • Securities America Inc.
  • Morgan Stanley Portfolio Management
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Existing Shareholders Only
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

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 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.

Fund Overview

Category Mid-Cap Blend
Fund Family Principal Funds
Net Assets 1.38B
YTD Return 12.20%
Yield 0.85%
Morningstar Rating
Inception Date Dec 06, 2000

Performance & Risk

YTD Return 19.13%
5y Average Return 11.81%
Rank in Category (ytd) 61
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

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