PVMIX Mutual Fund
PVMIX Mutual Fund
Principal MidCap Value Fund Institutional Class
PVMIX Mutual Fund Overview
PVMIX Mutual Fund (Principal MidCap Value Fund Institutional Class) is managed by Principal Funds with $987.2M in net assets. PVMIX expense ratio is 0.69%, holding 735 positions across sectors including Industrials, Unknown, Financials. Inception date: 2003-12-29.
PVMIX performance shows a YTD return of 13.40%. The 1-year return is 26.37% and the 5-year return is 9.34%. PVMIX dividend yield stands at 6.31%, paid annually.
PVMIX top holdings include Principal Government Money Market Fund - Class R-6 (2.4%), Raymond James Financial Inc_None_0 (1.7%), Keysight Technologies Inc (1.6%), Alliant Energy Corp. (1.6%), 06Labcorp (1.6%). View all PVMIX holdings, sector breakdown, or dividend history.
PVMIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PVMIX alternatives are available via the screener, along with tax-loss harvesting opportunities.