PMDHX Mutual Fund (Principal Small-MidCap Dividend Income Fund Class R6) is managed by Principal Funds with $668.2M in net assets. PMDHX expense ratio is 0.78%, holding 75 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2017-01-03.

PMDHX performance shows a YTD return of 15.38%. The 1-year return is 28.30% and the 5-year return is 11.20%. PMDHX dividend yield stands at 2.69%, paid quarterly.

PMDHX 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 PMDHX holdings, sector breakdown, or dividend history.

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