PMBCX Mutual Fund
PMBCX Mutual Fund
Principal MidCap Fund Class C

PMBCX Mutual Fund Overview
PMBCX Mutual Fund (Principal MidCap Fund Class C) is managed by Principal Funds with $23.1M in net assets. PMBCX expense ratio is 1.71%, holding 72 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2007-01-16.
PMBCX performance shows a YTD return of -6.32%. The 1-year return is -10.01% and the 5-year return is 3.35%. PMBCX dividend yield stands at 8.05%, paid annually.
PMBCX 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 PMBCX holdings, sector breakdown, or dividend history.
PMBCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PMBCX alternatives are available via the screener, along with tax-loss harvesting opportunities.