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Principal Small-MidCap Dividend Inc Inst PMDIX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 15.41  /  1.72 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Small Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.59%
  • Turnover 22%

Morningstar’s Analysis PMDIX

Will PMDIX outperform in future?

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

This reasonable offering has navigated some challenges lately.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Principal Small-MidCap Dividend Income’s revamped team and sensible approach earn a Morningstar Analyst Rating of Bronze for three share classes, while the pricier C shares are rated Neutral.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PMDIX

  • Current Portfolio Date
  • Equity Holdings 69
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 21.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
2.30
29,610,748
Technology
2.27
29,242,807
Financial Services
2.24
28,865,359
Financial Services
2.23
28,631,145
Financial Services
2.22
28,565,943
Technology
2.14
27,521,949
Consumer Cyclical
2.13
27,416,346
Consumer Cyclical
2.07
26,581,687
Energy
2.06
26,536,281
Consumer Cyclical
2.02
26,014,643
Consumer Cyclical