Skip to Content

Principal MidCap R1 PMSBX

Medalist Rating as of | See Principal Investment Hub
  • 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.

Its stars have aligned.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PMSBX

  • 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
5.54
1,112,954,794
Industrials
5.32
1,068,977,537
Industrials
4.75
953,986,161
Financial Services
4.62
927,789,302
Consumer Cyclical
4.37
877,290,130
Real Estate
4.22
847,715,147
Industrials
3.78
759,130,280
Consumer Cyclical
3.62
727,920,353
Financial Services
3.33
669,247,693
Basic Materials
3.20
642,701,163
Financial Services