Principal MidCap Fund

801 Grand Ave,
Des Moines , IA, 50309

Rank

Rank Universe

Summary

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team uses quantitative techniques and fundamental analysis to identify investable opportunities.

The fund also invests in foreign securities. 

Link

Directors

Jan 12, 2024
  • Patrick G. Halter
  • Karen McMillan
  • Frances P. Grieb
  • Fritz S. Hirsch
  • Craig Damos
  • Kamal Bhatia
  • Leroy T. Barnes, Jr
  • Ken McCullum
  • Mary M. VanDeWeghe
  • Padelford L. Lattimer
  • Katharin S. Dyer
  • Victor L. Hymes
  • Elizabeth A. Nickels

Chief Compliance Officer

  • Teri R. Root

Price

  • $42.68 ( -0.33 ) Dec 13, 2024 Last Close
  • Net Assets
  • $22B
    Mar 26, 2024
    More
  • 52-Week High/Low
  • $0 - $0
  • Turnover
  • 14.1%
  • Expense Ratio
  • 1.15%

Company Name

Holding

Brookfield Corp 5.09 %
CarMax Inc 2 %
Martin Marietta Materials Inc 1.46 %
Progressive Corp/The 1.21 %
Lennar Corp - A Shares 1.14 %
Mettler-Toledo International Inc 1.08 %
VeriSign Inc 0.94 %
Veeva Systems Inc 0.82 %
Brookfield Asset Management Ltd 0.82 %
Verisk Analytics Inc 0.73 %
More

Documents

Prospectus

Annual Reports

Performance

YTD

3.2%

3 Year

13.03%

5 Year

47.17%

Best

36.02%

2019

Worst

-34.05%

2008

Alpha

PMBMX Russell Midcap

Chart +