PMDIX Mutual Fund

NAV$22.96

AUM$698M

TER0.85%

Holdings75

PMDIX Mutual Fund

NAV$22.96

Principal Small-MidCap Dividend Income Fund Institutional Class

AUM$698M

TER0.85%

Holdings75

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Sector Concentration Analysis

Top 3 Sectors

••.•%

of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector Allocation

Sector Breakdown

Sector	Holdings	Weight
••••••••	••	••.•%
••••••••	••	••.•%
••••••••	••	••.•%
••••••••	••	••.•%
••••••••	••	••.•%

Industry Breakdown

Top 15 industries by allocation

PMDIX Mutual Fund Sector Allocation

PMDIX sector allocation breaks down across Industrials (21.1%), Financials (15.7%), Consumer Discretionary (10.4%), Unknown (8.8%), Information Technology (8.1%). Across 75 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

PMDIX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

PMDIX geographic allocation shows country exposure. PMDIX overlap calculator reveals how sector exposure compares with other funds.