Principal MidCap S&P 400 Index J holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.
Principal MidCap S&P 400 Index Fund Class J PMFJX
- NAV / 1-Day Return 23.34 / −1.23 %
- Total Assets 1.4B
-
Adj. Expense Ratio
0.380%
- Expense Ratio 0.380%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Mid-Cap Blend
- Investment Style Small Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.99%
- Turnover 16%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis PMFJX
Will PMFJX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PMFJX 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 PMFJX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 8.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Flex Ltd | 1.56 | 21M | Technology |
Twilio Inc Class A | 0.81 | 11M | Technology |
TechnipFMC PLC | 0.78 | 11M | Energy |
Curtiss-Wright Corp | 0.78 | 11M | Industrials |
nVent Electric PLC | 0.76 | 10M | Industrials |
iShares Core S&P Mid-Cap ETF | 0.75 | 10M | — |
Sterling Infrastructure Inc | 0.74 | 10M | Industrials |
XPO Inc | 0.71 | 10M | Industrials |
Everpure Inc Class A | 0.70 | 10M | Technology |
Illumina Inc | 0.70 | 10M | Healthcare |
United States