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Principal MidCap C PMBCX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 34.54  /  +1.62 %
  • Total Assets 25.1 Bil
  • Adj. Expense Ratio
    1.780%
  • Expense Ratio 1.780%
  • 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
  • Turnover 10%

USD | NAV as of Jul 16, 2024 | 1-Day Return as of Jul 16, 2024, 10:21 PM GMT+0

Morningstar’s Analysis PMBCX

Will PMBCX outperform in future?

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

The results speak for themselves.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Under unassuming lead manager Bill Nolin, Principal MidCap’s people, process, and track record all deserve praise. The strategy is closed to most new investors.

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Portfolio Holdings PMBCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 44.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TransDigm Group Inc

5.87 1.4 Bil
Industrials

Heico Corp Class A

5.07 1.2 Bil
Industrials

Brookfield Corp Registered Shs -A- Limited Vtg

5.06 1.2 Bil
Financial Services

Copart Inc

5.02 1.2 Bil
Industrials

KKR & Co Inc Ordinary Shares

4.78 1.1 Bil
Financial Services

Hilton Worldwide Holdings Inc

4.17 999.7 Mil
Consumer Cyclical

O'Reilly Automotive Inc

4.13 990.1 Mil
Consumer Cyclical

CoStar Group Inc

3.54 848.2 Mil
Real Estate

Brown & Brown Inc

3.52 844.1 Mil
Financial Services

Vulcan Materials Co

3.43 821.5 Mil
Basic Materials