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Principal Fds, Inc. Midcap Fd Cl R-5: (MF: PMBPX)
(NASDAQ Mutual Funds) As of Jan 27, 2026 06:01 PM ET
$41.95 USD
-0.40 (-0.94%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund was incepted in December 2000 and is managed by Principal Management Corporation. The fund seeks long-term growth by investing primarily in common stocks and other equity securities of medium capitalization companies that the managers believes offer above-average growth potential or has stock that is undervalued. Dividends and capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal MidCap R5 | PMBPX | NA | NA | 0.00 | 0.00 | 0.57 | 0.82 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Blend R3 | PMBMX | 39.86 | 12/6/2000 | 0.00 | 1.09 | 14.80 | 7.60 |
| Principal MidCap Blend R5 | PMBPX | 41.95 | 12/6/2000 | 0.00 | 1.44 | 15.16 | 7.94 |
| Principal MidCap Blend J | PMBJX | 39.98 | 3/1/2001 | 0.00 | 1.46 | 15.21 | 8.00 |
| Principal MidCap Blend Instl | PCBIX | 43.95 | 7/22/2005 | 0.00 | 1.56 | 15.33 | 8.11 |
| Principal MidCap Blend A | PEMGX | 41.81 | 8/25/1989 | 0.00 | 1.33 | 15.05 | 7.84 |
| Principal MidCap Blend C | PMBCX | 33.68 | 1/17/2007 | 0.00 | 0.50 | 14.11 | 6.98 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal MidCap R5 | PMBPX | 0 | 0 | 0 | A |
Contact Information
| Family | Principal Financial Group |
| Address | 711 High St Des Moines, IA 50392 |
| Phone | 800 986-3343 |