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Principal MidCap S&P 400 Index J PMFJX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 22.22  /  −0.18 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.420%
  • Expense Ratio 0.420%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.16%
  • Turnover 20%

USD | NAV as of Mar 18, 2024 | 1-Day Return as of Mar 18, 2024, 10:18 PM GMT+0

Morningstar’s Analysis PMFJX

Will PMFJX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Principal MidCap S&P 400 Index J’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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Portfolio Holdings PMFJX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 10.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

E-mini S&P MidCap 400 Future Mar 24

2.58 36.2 Mil

Principal Government Money Market R-6

2.54 35.7 Mil

Super Micro Computer Inc

0.96 13.5 Mil
Technology

Deckers Outdoor Corp

0.76 10.6 Mil
Consumer Cyclical

Reliance Steel & Aluminum Co

0.64 9.0 Mil
Basic Materials

Carlisle Companies Inc

0.60 8.4 Mil
Industrials

GoDaddy Inc Class A

0.59 8.2 Mil
Technology

Manhattan Associates Inc

0.58 8.2 Mil
Technology

Graco Inc

0.56 7.9 Mil
Industrials

Vistra Corp

0.54 7.6 Mil
Utilities