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Principal Fds, Inc. Midcap Fd Cl R-5: (MF: PMBPX)
(NASDAQ Mutual Funds) As of Jun 6, 2025 08:00 PM ET
$45.03 USD
+0.30 (0.67%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in December 2000 and is managed by Principal Management Corporation. The fund seeks long-term growth by investing primarily in common stocks and other equity securities of medium capitalization companies that the managers believes offer above-average growth potential or has stock that is undervalued. Dividends and capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal MidCap R5 | PMBPX | NA | NA | 0.00 | 0.00 | 0.57 | 0.83 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Blend J | PMBJX | 42.29 | 3/1/2001 | 0.05 | 14.70 | 14.07 | 13.36 |
| Principal MidCap Blend R3 | PMBMX | 42.17 | 12/6/2000 | 0.02 | 14.23 | 13.64 | 12.94 |
| Principal MidCap Blend R5 | PMBPX | 45.03 | 12/6/2000 | 0.00 | 14.62 | 14.00 | 13.30 |
| Principal MidCap Blend Instl | PCBIX | 46.11 | 7/22/2005 | 0.12 | 14.78 | 14.18 | 13.48 |
| Principal MidCap Blend A | PEMGX | 44.15 | 8/25/1989 | 0.00 | 14.52 | 13.90 | 13.19 |
| Principal MidCap Blend C | PMBCX | 35.99 | 1/17/2007 | 0.00 | 13.65 | 12.97 | 12.31 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |