MPSIX Mutual Fund
MPSIX Mutual Fund
Principal MidCap S&P 400 Index Fund Institutional Class
MPSIX Mutual Fund Overview
MPSIX Mutual Fund (Principal MidCap S&P 400 Index Fund Institutional Class) is managed by Principal Funds with $271.6M in net assets. MPSIX expense ratio is 0.25%, holding 404 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2001-03-01.
MPSIX performance shows a YTD return of 15.66%. The 1-year return is 25.57% and the 5-year return is 8.28%. MPSIX dividend yield stands at 7.65%, paid annually.
MPSIX top holdings include Principal Government Money Market Fund - Class R-6 (1.1%), Ciena Corp (1.1%), Coherent, Inc (1.0%), Lumentum Holdings Inc (0.8%), Curtiss-wright Corp (0.7%). View all MPSIX holdings, sector breakdown, or dividend history.
MPSIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MPSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.