PMFJX Mutual Fund

PMFJX Mutual Fund (Principal MidCap S&P 400 Index Fund Class J) is managed by Principal Funds with $159.3M in net assets. PMFJX expense ratio is 0.38%, holding 405 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2001-03-01.

PMFJX performance shows a YTD return of 11.66%. The 1-year return is 13.94% and the 5-year return is 6.27%. PMFJX dividend yield stands at 1.07%, paid annually.

PMFJX top holdings include Twilio Inc Class A (1.3%), Okta Inc Class A (1.0%), Technipfmc Plc Ordinary Shares (0.8%), Nvent Electric Pl (0.8%), Ati Inc (0.8%). Go to all PMFJX holdings, PMFJX sectors, or PMFJX dividends.

PMFJX can be compared against other funds. Use PMFJX overlap to find shared positions, or PMFJX vs another fund for a side-by-side view. PMFJX alternatives are available via the screener, along with tax-loss harvesting opportunities.