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Principal MidCap R1 PMSBX

Analyst rating as of
NAV / 1-Day Return
30.71  /  1.42 %
Total Assets
21.1 Bil
Adj. Expense Ratio
1.460%
Expense Ratio
1.460%
Fee Level
Above Average
Longest Manager Tenure
21.68 years
Category
Mid-Cap Growth
Investment Style
Mid Growth
Min. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
12%

Morningstar’s Fund Analysis PMSBX

Will PMSBX outperform in future?

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

Quietly good.

Associate Director

Summary

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Principal MidCap’s growing team and time-tested approach earn the mutual fund Morningstar Analyst Ratings of Silver or Bronze, depending on fees, while the retail separately managed account gets Silver. The strategy is closed to new investors.

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