PVEJX Mutual Fund

PVEJX Mutual Fund (Principal MidCap Value Fund Class J) is managed by Principal Funds with $189.8M in net assets. PVEJX expense ratio is 0.87%, holding 735 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2009-03-02.

PVEJX performance shows a YTD return of 15.85%. The 1-year return is 19.68% and the 5-year return is 8.65%. PVEJX dividend yield stands at 6.10%, paid annually.

PVEJX top holdings include Keysight Technologies Inc. (1.7%), Archer-Daniels-Midland Co. (1.7%), Labcorp Holdings Inc (1.6%), Principal Funds, Inc - Government Money Market Fund - Class R-6 (1.4%), Halliburton Co. (1.4%). Go to all PVEJX holdings, PVEJX sectors, or PVEJX dividends.

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