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Principal Fds, Inc. Midcap S&p 400 Index Fd L R-3: (MF: PMFMX)
(NASDAQ Mutual Funds) As of Jul 17, 2025 08:00 PM ET
$23.13 USD
+0.24 (1.05%)
Zacks MF Rank
NA
Fund Description
The fund was incepted in December 2000 and is managed by Principal Management Corporation. The fund seeks long-term growth. The fund attempts to mirror the investment performance of the index by allocating the fund's assets in approximately the same weightings as the S&P 400. Dividends and capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal MidCap S&P 400 R3 | PMFMX | NA | NA | 0.00 | 0.25 | 0.15 | 0.73 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal MidCap S&P 400 R3 | PMFMX | 23.13 | 12/6/2000 | 0.82 | 6.72 | 12.01 | 12.60 |
| Principal MidCap S&P 400 R5 | PMFPX | 23.69 | 12/6/2000 | 1.13 | 7.03 | 12.35 | 12.95 |
| Principal MidCap S&P 400 J | PMFJX | 21.56 | 1/27/2004 | 1.24 | 7.10 | 12.40 | 13.00 |
| Principal MidCap S&P 400 Instl | MPSIX | 22.44 | 4/27/2007 | 1.27 | 7.25 | 12.55 | 13.16 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal MidCap S&P 400 R3 | PMFMX | 0 | 0 | 0 | A |
Contact Information
| Family | Principal Financial Group |
| Address | 711 High St Des Moines, IA 50392 |
| Phone | 800 986-3343 |