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Principal MidCap R3 PMBMX

Analyst rating as of
NAV / 1-Day Return
37.39  /  0.29 %
Total Assets
22.8 Bil
Adj. Expense Ratio
1.150%
Expense Ratio
1.150%
Fee Level
Below Average
Longest Manager Tenure
20.41 years
Category
Mid-Cap Growth
Investment Style
Mid Growth
Min. Initial Investment
0
Status
Limited
TTM Yield
0.00%
Turnover
14%
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Morningstar’s Analysis

Will PMBMX outperform in future?

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

A keeper.

Associate Director

Summary

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Because of a technical error, the Analyst Rating for one or more share classes of this fund was incorrect. We have resolved the error and corrected the Analyst Rating for all share classes affected by it. For further details, go to morningstar.com/learn/ar. The fund has a discerning process, capable investment team, and impressive track record over nearly two decades. It is closed to new investors.

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