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Principal Fds, Inc. Midcap Fd J Cl: (MF: PMBJX)

(NASDAQ Mutual Funds) As of Apr 24, 2026 06:06 PM ET

$36.04 USD

-0.03 (-0.08%)

Zacks MF Rank

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

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Zacks Premium Research for PMBJX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
MF Report

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 0.56 0.76

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Principal MidCap Blend R3 PMBMX 35.08 12/6/2000 0.00 -9.72 8.41 4.39
Principal MidCap Blend R5 PMBPX 37.64 12/6/2000 0.00 -9.42 8.77 4.72
Principal MidCap Blend J PMBJX 36.04 3/1/2001 0.00 -9.39 8.82 4.77
Principal MidCap Blend Instl PCBIX 38.72 7/22/2005 0.00 -9.32 8.92 4.88
Principal MidCap Blend A PEMGX 36.81 8/25/1989 0.00 -9.51 8.66 4.62
Principal MidCap Blend C PMBCX 29.59 1/17/2007 0.00 -10.27 7.78 3.78

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