Principal MidCap’s excellent team and process deserve recognition. The mutual fund’s nine share classes earn upgrades to Gold or Silver (depending on the impact of fees); the retail separately managed account rises to Gold from Silver. The strategy is closed to most new investors.
- NAV / 1-Day Return 29.15 / 0.17 %
- Total Assets 19.1 Bil
-
Adj. Expense Ratio
1.460%
- Expense Ratio 1.460%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Medium
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment —
- Status Limited
- TTM Yield —
- Turnover 14%
Morningstar’s Analysis PMSBX
Will PMSBX 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 74
- Bond Holdings 0
- Other Holdings 4
- % Assets in Top 10 Holdings 42.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector