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Morningstar

Principal MidCap S&P 400 Index J PMFJX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 19.59  /  3.27 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.390%
  • Expense Ratio 0.410%
  • 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 1.18%
  • Turnover 21%

USD | NAV as of Jun 02, 2023 | 1-Day Return as of Jun 02, 2023, 10:20 PM GMT+0

Morningstar’s Analysis PMFJX

Will PMFJX outperform in future?

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

Process Pillar

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

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

A sound investment process and strong management team underpin Principal MidCap S&P 400 Index J's Morningstar Medalist Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PMFJX

More PMFJX Holdings
  • Current Portfolio Date
  • Equity Holdings 401
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 8.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Government Money Market R-6

2.59
33,424,392
—

Reliance Steel & Aluminum Co

0.66
8,580,323
Basic Materials

Hubbell Inc

0.66
8,516,706
Industrials

Axon Enterprise Inc

0.65
8,404,168
Industrials

Builders FirstSource Inc

0.64
8,228,595
Industrials

Graco Inc

0.61
7,883,329
Industrials

Deckers Outdoor Corp

0.58
7,453,737
Consumer Cyclical

AECOM

0.53
6,807,941
Industrials

Watsco Inc Class A

0.53
6,797,361
Industrials

Life Storage Inc

0.52
6,738,619
Real Estate