PMDIX – Fund Analysis – Principal Small-MidCap Dividend Inc Inst | Morningstar

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Will PMDIX outperform in the future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PMDIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the PMDIX 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 PMDIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A disciplined approach in an unusual niche.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Principal Small-MidCap Dividend Income features a stable strategy and a modified team structure that earn Above Average Process and People ratings.

by Todd Trubey

Rated on Apr 27, 2026 Published on Apr 27, 2026

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