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Principal Fds, Inc. Midcap Fd Cl R-5: (MF: PMBPX)

(NASDAQ Mutual Funds) As of Sep 11, 2026 05:48 PM ET

$38.62 USD

+0.34 (0.89%)

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 PMBPX

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 R5 PMBPX NA NA 0.00 0.00 0.56 0.83

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Principal MidCap Blend R3 PMBMX 38.73 12/6/2000 0.00 -9.52 7.41 3.19
Principal MidCap Blend R5 PMBPX 38.62 12/6/2000 0.00 -9.20 7.75 3.52
Principal MidCap Blend J PMBJX 38.93 3/1/2001 0.00 -9.20 7.81 3.57
Principal MidCap Blend C PMBCX 32.61 1/17/2007 0.00 -10.04 6.78 2.59
Principal MidCap Blend A PEMGX 40.68 8/25/1989 0.00 -9.32 7.65 3.42
Principal MidCap Blend Instl PCBIX 42.82 7/22/2005 0.00 -9.10 7.90 3.68

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