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Principal Fds, Inc. Midcap Fd J Cl: (MF: PMBJX)
(NASDAQ Mutual Funds) As of Aug 15, 2025 08:00 PM ET
$43.19 USD
-0.13 (-0.30%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund was incepted in December 2000 and is managed by Principal Management Corporation. The fund seeks long-term growth by investing primarily in common stocks and other equity securities of medium capitalization companies that the managers believes offer above-average growth potential or has stock that is undervalued. Dividends and capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal MidCap J | PMBJX | NA | NA | 1.00 | 0.15 | 0.57 | 0.76 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Blend R3 | PMBMX | 43.26 | 12/6/2000 | 0.02 | 11.07 | 14.39 | 12.18 |
| Principal MidCap Blend R5 | PMBPX | 46.11 | 12/6/2000 | 0.00 | 11.41 | 14.74 | 12.53 |
| Principal MidCap Blend J | PMBJX | 43.32 | 3/1/2001 | 0.05 | 11.49 | 14.82 | 12.60 |
| Principal MidCap Blend Instl | PCBIX | 47.34 | 7/22/2005 | 0.11 | 11.58 | 14.94 | 12.72 |
| Principal MidCap Blend A | PEMGX | 45.20 | 8/25/1989 | 0.00 | 11.33 | 14.65 | 12.43 |
| Principal MidCap Blend C | PMBCX | 37.04 | 1/17/2007 | 0.00 | 10.43 | 13.71 | 11.54 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |