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Principal Small-MidCap Dividend Inc Inst PMDIX

Analyst rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 16.84  /  0.65 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.52%
  • Turnover 22%

Morningstar’s Analysis PMDIX

Will PMDIX outperform in future?

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

Still poised to deliver.

Associate Director



A restocked team and an orderly approach earn Principal Small-MidCap Dividend Income a Morningstar Analyst Rating of Bronze for three share classes; the pricier C shares are rated Neutral.

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