PMFMX Mutual Fund
PMFMX Mutual Fund
Principal MidCap S&P 400 Index Fund R-3 Class
PMFMX Mutual Fund Overview
PMFMX Mutual Fund (Principal MidCap S&P 400 Index Fund R-3 Class) is managed by Principal Funds with $72.3M in net assets. PMFMX expense ratio is 0.73%, holding 404 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2000-12-06.
PMFMX performance shows a YTD return of 15.36%. The 1-year return is 24.94% and the 5-year return is 7.77%. PMFMX dividend yield stands at 7.01%, paid annually.
PMFMX 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 PMFMX holdings, sector breakdown, or dividend history.
PMFMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PMFMX alternatives are available via the screener, along with tax-loss harvesting opportunities.