PVEJX Mutual Fund
PVEJX Mutual Fund
Principal MidCap Value Fund Class J
PVEJX Mutual Fund Overview
PVEJX Mutual Fund (Principal MidCap Value Fund Class J) is managed by Principal Funds with $188.7M in net assets. PVEJX expense ratio is 0.87%, holding 735 positions across sectors including Industrials, Unknown, Financials. Inception date: 2009-03-02.
PVEJX performance shows a YTD return of 13.33%. The 1-year return is 26.32% and the 5-year return is 9.17%. PVEJX dividend yield stands at 6.27%, paid annually.
PVEJX 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 PVEJX holdings, sector breakdown, or dividend history.
PVEJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PVEJX alternatives are available via the screener, along with tax-loss harvesting opportunities.