PCMVX Mutual Fund
PCMVX Mutual Fund
Principal MidCap Value Fund I
PCMVX Mutual Fund Overview
PCMVX Mutual Fund (Principal MidCap Value Fund I) is managed by Principal Funds with $48.6M in net assets. PCMVX expense ratio is 1.06%, holding 735 positions across sectors including Industrials, Unknown, Financials. Inception date: 2019-04-02.
PCMVX performance shows a YTD return of 14.60%. The 1-year return is 25.95% and the 5-year return is 8.92%. PCMVX dividend yield stands at 6.00%, paid annually.
PCMVX top holdings include Principal Government Money Market Fund - Class R-6 (2.4%), Raymond James Financial Inc. (1.7%), Keysight Technologies Inc. (1.6%), Alliant Energy Corp. (1.6%), Labcorp Holdings Inc (1.6%). View all PCMVX holdings, sector breakdown, or dividend history.
PCMVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PCMVX alternatives are available via the screener, along with tax-loss harvesting opportunities.