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Principal MidCap R3 PMBMX

Analyst rating as of
  • NAV / 1-Day Return 31.40  /  1.45 %
  • Total Assets 19.4 Bil
  • Adj. Expense Ratio
  • Expense Ratio 1.150%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 0.00
  • Turnover 14%

Morningstar’s Analysis PMBMX

Will PMBMX outperform in future?

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

Its stars have aligned.

Associate Director



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.

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