Back to top
Principal Fds, Inc. Midcap Fd Cl A: (MF: PEMGX)
(NASDAQ Mutual Funds) As of Apr 24, 2024 08:00 PM ET
$38.75 USD
+0.15 (0.39%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in December 2000 and is managed by Principal Management Corporation. The fund seeks long-term growth by investing primarily in common stocks and other equity securities of medium capitalization companies that the managers believes offer above-average growth potential or has stock that is undervalued. Dividends and capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal MidCap A | PEMGX | 5.50 | NA | 0.00 | 0.25 | 0.58 | 0.95 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Blend J | PMBJX | 38.39 | 3/1/2001 | 0.00 | 32.21 | 8.99 | 13.63 |
| Principal MidCap Blend R3 | PMBMX | 38.53 | 12/6/2000 | 0.00 | 31.71 | 8.61 | 13.22 |
| Principal MidCap Blend R5 | PMBPX | 40.81 | 12/6/2000 | 0.00 | 32.09 | 8.93 | 13.57 |
| Principal MidCap Blend R4 | PMBSX | 40.95 | 12/6/2000 | 0.00 | 31.95 | 8.80 | 13.44 |
| Principal MidCap Blend Instl | PCBIX | 41.83 | 7/22/2005 | 0.00 | 32.30 | 9.12 | 13.76 |
| Principal MidCap Blend A | PEMGX | 38.75 | 8/25/1989 | 0.00 | 31.98 | 8.84 | 13.46 |
| Principal MidCap Blend C | PMBCX | 33.40 | 1/17/2007 | 0.00 | 30.88 | 7.96 | 12.58 |
| Principal MidCap Blend R1 | PMSBX | 35.19 | 8/11/2006 | 0.00 | 31.31 | 8.27 | 12.87 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal MidCap A | PEMGX | 1000 | 100 | 0 | A |
Contact Information
| Family | Principal Financial Group |
| Address | 711 High St Des Moines, IA 50392 |
| Phone | 800 986-3343 |