PMDIX Mutual Fund (Principal Small-MidCap Dividend Income Fund Institutional Class) is managed by Principal Funds with $698.2M in net assets. PMDIX expense ratio is 0.85%, holding 75 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2011-06-06.

PMDIX performance shows a YTD return of 15.27%. The 1-year return is 28.14% and the 5-year return is 11.14%. PMDIX dividend yield stands at 2.64%, paid quarterly.

PMDIX top holdings include MKS Instrument, Inc (3.2%), East West Bancorp, Inc. (2.5%), Steris Plc (2.3%), Amkor Technology, Inc. (2.3%), Packaging Corp. Of America (2.3%). View all PMDIX holdings, sector breakdown, or dividend history.

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