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 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
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