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Principal Fds, Inc. Midcap Fd Cl R-3: (MF: PMBMX)
(NASDAQ Mutual Funds) As of Aug 13, 2025 08:00 PM ET
$43.64 USD
+0.46 (1.07%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund was incepted in December 2000 and is managed by Principal Management Corporation. The fund seeks long-term growth by investing primarily in common stocks and other equity securities of medium capitalization companies that the managers believes offer above-average growth potential or has stock that is undervalued. Dividends and capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal MidCap R3 | PMBMX | NA | NA | 0.00 | 0.25 | 0.57 | 1.14 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Blend R3 | PMBMX | 43.18 | 12/6/2000 | 0.02 | 16.99 | 18.11 | 13.32 |
| Principal MidCap Blend R5 | PMBPX | 46.32 | 12/6/2000 | 0.00 | 17.33 | 18.47 | 13.67 |
| Principal MidCap Blend J | PMBJX | 43.69 | 3/1/2001 | 0.05 | 17.42 | 18.54 | 13.73 |
| Principal MidCap Blend Instl | PCBIX | 47.40 | 7/22/2005 | 0.11 | 17.52 | 18.67 | 13.85 |
| Principal MidCap Blend A | PEMGX | 45.41 | 8/25/1989 | 0.00 | 17.24 | 18.37 | 13.57 |
| Principal MidCap Blend C | PMBCX | 37.40 | 1/17/2007 | 0.00 | 16.32 | 17.41 | 12.67 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |