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Principal Fds, Inc. Midcap Fd Cl R-3: (MF: PMBMX)

(NASDAQ Mutual Funds) As of Sep 25, 2026 05:41 PM ET

$35.21 USD

+0.27 (0.77%)

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

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3-Hold of 5     3    

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Zacks Premium Research for PMBMX

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

Hold 3
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 R3 PMBMX NA NA 0.00 0.25 0.56 1.14

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Principal MidCap Blend R3 PMBMX 35.21 12/6/2000 0.00 -7.74 8.68 3.66
Principal MidCap Blend R5 PMBPX 38.62 12/6/2000 0.00 -7.42 9.04 3.99
Principal MidCap Blend J PMBJX 36.14 3/1/2001 0.00 -7.42 9.10 4.01
Principal MidCap Blend C PMBCX 30.25 1/17/2007 0.00 -8.29 8.06 3.06
Principal MidCap Blend Instl PCBIX 39.75 7/22/2005 0.00 -7.30 9.20 4.15
Principal MidCap Blend A PEMGX 37.76 8/25/1989 0.00 -7.53 8.94 3.89

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Principal MidCap R3 PMBMX 0 0 0 A

Contact Information

Family Principal Financial Group
Address 711 High St
Des Moines, IA 50392
Phone 800 986-3343