PMBMX Mutual Fund (Principal MidCap Fund Class R-3) is managed by Principal Funds with $133.9M in net assets. PMBMX expense ratio is 1.13%, holding 72 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2000-12-06.

PMBMX performance shows a YTD return of -5.78%. The 1-year return is -9.46% and the 5-year return is 3.93%. PMBMX dividend yield stands at 6.78%, paid annually.

PMBMX 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 PMBMX holdings, sector breakdown, or dividend history.

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