PEMGX Mutual Fund (Principal MidCap Fund Class A) is managed by Principal Funds with $1.63B in net assets. PEMGX expense ratio is 0.90%, holding 72 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2005-06-28.

PEMGX performance shows a YTD return of -5.68%. The 1-year return is -9.25% and the 5-year return is 4.16%. PEMGX dividend yield stands at 6.46%, paid annually.

PEMGX top holdings include Heico Corp. Cl. 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 PEMGX holdings, sector breakdown, or dividend history.

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