Principal MidCap’s excellent team and process deserve recognition. The mutual fund’s nine share classes earn upgrades to Gold or Silver (depending on the impact of fees); the retail separately managed account rises to Gold from Silver. The strategy is closed to most new investors.
- NAV / 1-Day Return 27.34 / 0.66 %
- Total Assets 18.9 Bil
-
Adj. Expense Ratio
1.720%
- Expense Ratio 1.720%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 1,000
- Status Limited
- TTM Yield 0.00
- Turnover 14%
Morningstar’s Analysis PMBCX
Will PMBCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date Apr 30, 2023
- Equity Holdings 70
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 41.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector