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Principal MidCap S&P 400 Index Inst MPSIX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 22.70  /  −0.48 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.250%
  • Expense Ratio 0.250%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.16%
  • Turnover 20%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 10:15 PM GMT+0

Morningstar’s Analysis MPSIX

Will MPSIX outperform in future?

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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Portfolio Holdings MPSIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 9.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Government Money Market R-6

1.96 28.9 Mil

E-mini S&P MidCap 400 Future Mar 24

1.80 26.6 Mil

Super Micro Computer Inc

1.49 22.0 Mil
Technology

Deckers Outdoor Corp

0.85 12.6 Mil
Consumer Cyclical

Reliance Inc

0.68 10.1 Mil
Basic Materials

Vistra Corp

0.68 10.0 Mil
Utilities

Carlisle Companies Inc

0.63 9.3 Mil
Industrials

GoDaddy Inc Class A

0.60 8.8 Mil
Technology

Manhattan Associates Inc

0.58 8.5 Mil
Technology

Graco Inc

0.57 8.4 Mil
Industrials