Nasdaq - Delayed Quote USD

Principal MidCap Growth J (PMGJX)

7.44
-0.04
(-0.53%)
At close: 8:04:24 PM EDT
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  • Previous Close 7.48
  • YTD Return -9.56%
  • Expense Ratio 0.90%
  • Category Mid-Cap Growth
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 169.92M
  • Beta (5Y Monthly) 1.16
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 149.50%
  • Last Dividend 0.01
  • 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 with medium market capitalizations. For this fund, companies with medium market capitalizations are those with market capitalizations within the range of companies comprising the Russell MidCap ® Growth Index.

Principal Funds

Fund Family

Mid-Cap Growth

Fund Category

169.92M

Net Assets

2001-03-01

Inception Date

Performance Overview: PMGJX

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Trailing returns as of 5/22/2025. Category is Mid-Cap Growth.

YTD Return

PMGJX
9.56%
Category
10.80%
 

1-Year Return

PMGJX
8.53%
Category
48.17%
 

3-Year Return

PMGJX
3.25%
Category
21.26%
 

5-Year Return

PMGJX
10.66%
Category
20.18%
 

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Holdings: PMGJX

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Sector Weightings

SectorPMGJX
Technology   31.58%
Industrials   14.72%
Healthcare   9.64%
Energy   4.28%
Real Estate   2.25%
Utilities   0.00%

Recent News: PMGJX

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Research Reports: PMGJX

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