PEMGX Mutual Fund

PEMGX Mutual Fund (Principal MidCap Fund Class A) is managed by Principal Funds with $1.46B in net assets. PEMGX expense ratio is 0.90%, holding 75 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2005-06-28.

PEMGX performance shows a YTD return of -2.35%. The 1-year return is -7.53% and the 5-year return is 3.89%. PEMGX dividend yield stands at 6.24%, paid annually.

PEMGX top holdings include Heico Corp. Cl. A (5.3%), Brookfield Corp (5.2%), Transdigm Group Inc. (5.1%), Live Nation Entertainment Inc (4.9%), Kkr & Co. Inc. Class a (4.7%). Go to all PEMGX holdings, PEMGX sectors, or PEMGX dividends.

PEMGX can be compared against other funds. Use PEMGX overlap to find shared positions, or PEMGX vs another fund for a side-by-side view. PEMGX alternatives are available via the screener, along with tax-loss harvesting opportunities.