Principal MidCap’s growing team and time-tested approach earn the mutual fund Morningstar Analyst Ratings of Silver or Bronze, depending on fees, while the retail separately managed account gets Silver. The strategy is closed to new investors.
Principal MidCap R4 PMBSX
NAV / 1-Day Return
35.86
/
2.69
%
Total Assets
20.7 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.960%
Expense Ratio
0.960%
Fee Level
Low
Longest Manager Tenure
21.14
years
Category
Mid-Cap Growth
Investment Style
Mid GrowthMin. Initial Investment
0
Status
Limited
TTM Yield
0.00%
Turnover
12%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will PMBSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PMBSX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PMBSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of PMBSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Quietly good.
