PMFJX Mutual Fund
PMFJX Mutual Fund
Principal MidCap S&P 400 Index Fund Class J
PMFJX Mutual Fund Overview
PMFJX Mutual Fund (Principal MidCap S&P 400 Index Fund Class J) is managed by Principal Funds with $167.7M in net assets. PMFJX expense ratio is 0.38%, holding 404 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2001-03-01.
PMFJX performance shows a YTD return of 15.50%. The 1-year return is 25.35% and the 5-year return is 8.11%. PMFJX dividend yield stands at 7.96%, paid annually.
PMFJX 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%), CuIss-Wright Corp (0.7%). View all PMFJX holdings, sector breakdown, or dividend history.
PMFJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PMFJX alternatives are available via the screener, along with tax-loss harvesting opportunities.