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.
- 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.
Process Pillar
People Pillar
Parent Pillar
- 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