PMBPX Mutual Fund (Principal MidCap Fund Class R-5) is managed by Principal Funds with $173.8M in net assets. PMBPX expense ratio is 0.82%, holding 72 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2000-12-06.

PMBPX performance shows a YTD return of -5.65%. The 1-year return is -9.14% and the 5-year return is 4.26%. PMBPX dividend yield stands at 6.32%, paid annually.

PMBPX top holdings include Heico Corp. Class 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 PMBPX holdings, sector breakdown, or dividend history.

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