PMBJX Mutual Fund (Principal MidCap Fund Class J) is managed by Principal Funds with $392.0M in net assets. PMBJX expense ratio is 0.76%, holding 72 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2001-03-01.

PMBJX performance shows a YTD return of -5.63%. The 1-year return is -9.12% and the 5-year return is 4.30%. PMBJX dividend yield stands at 6.75%, paid annually.

PMBJX top holdings include Heico Corp. Class A (5.2%), Transdigm Group Inc. (5.2%), Hilton Worldwide Holdings, Inc. (5.1%), Vulcan Materials Co. (5.0%), Brookfield Corp (5.0%). View all PMBJX holdings, sector breakdown, or dividend history.

PMBJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PMBJX alternatives are available via the screener, along with tax-loss harvesting opportunities.