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Principal Fds, Inc. Midcap Fd J Cl: (MF: PMBJX)
(NASDAQ Mutual Funds) As of Dec 4, 2025 05:47 PM ET
$41.77 USD
+0.07 (0.17%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in December 2000 and is managed by Principal Management Corporation. The fund seeks long-term growth by investing primarily in common stocks and other equity securities of medium capitalization companies that the managers believes offer above-average growth potential or has stock that is undervalued. Dividends and capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal MidCap J | PMBJX | NA | NA | 1.00 | 0.15 | 0.57 | 0.76 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Blend J | PMBJX | 41.77 | 3/1/2001 | 0.05 | 2.45 | 15.51 | 11.54 |
| Principal MidCap Blend R3 | PMBMX | 41.84 | 12/6/2000 | 0.02 | 2.07 | 15.09 | 11.13 |
| Principal MidCap Blend R5 | PMBPX | 44.66 | 12/6/2000 | 0.00 | 2.44 | 15.46 | 11.48 |
| Principal MidCap Blend Instl | PCBIX | 45.84 | 7/22/2005 | 0.12 | 2.55 | 15.63 | 11.66 |
| Principal MidCap Blend A | PEMGX | 43.75 | 8/25/1989 | 0.00 | 2.29 | 15.34 | 11.37 |
| Principal MidCap Blend C | PMBCX | 35.78 | 1/17/2007 | 0.00 | 1.46 | 14.39 | 10.49 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal MidCap J | PMBJX | 1000 | 100 | 0 | A |
Contact Information
| Family | Principal Financial Group |
| Address | 711 High St Des Moines, IA 50392 |
| Phone | 800 986-3343 |