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Principal MidCap R4 PMBSX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 40.97  /  +0.94 %
  • Total Assets 24.4 Bil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Limited
  • TTM Yield
  • Turnover 10%

USD | NAV as of May 25, 2024 | 1-Day Return as of May 25, 2024, 12:01 AM GMT+0

Morningstar’s Analysis PMBSX

Will PMBSX 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 PMBSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 45.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TransDigm Group Inc

5.83 1.3 Bil
Industrials

Copart Inc

5.37 1.2 Bil
Industrials

Heico Corp Class A

4.98 1.1 Bil
Industrials

Brookfield Corp Registered Shs -A- Limited Vtg

4.95 1.1 Bil
Financial Services

KKR & Co Inc Ordinary Shares

4.50 1.0 Bil
Financial Services

O'Reilly Automotive Inc

4.46 1.0 Bil
Consumer Cyclical

CoStar Group Inc

4.31 993.2 Mil
Real Estate

Hilton Worldwide Holdings Inc

4.27 983.8 Mil
Consumer Cyclical

Vulcan Materials Co

3.59 827.5 Mil
Basic Materials

Brown & Brown Inc

3.33 766.8 Mil
Financial Services