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PMBPX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

Principal MidCap R5 (PMBPX) Ownership - Who owns Principal MidCap R5?

The investment seeks long-term growth of capital... Show more

Category: #Mid-Cap Growth

Profile

Category
Mid-Cap Growth
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com

Details

Group
Domestic Stock Funds
Category
Mid-Cap Growth
Total Expense Ratio
0.83
Min. Initial Investment
N/A
Fund Existence
over 24 years
Turnover
10.50
Front Load
N/A
Net Assets
31054602000.00
Manager Tenure
N/A

Fundamentals

PMBPX
Net Assets
31.1B
Fund Existence
over 24 years
Turnover
10.50
Total Expense Ratio
0.83
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.83
Assets in Top Ten Holdings
10.5B
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
332M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.57
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
74.00
Number of Net Holdings
74.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
43.20%
Gain YTD
3.843
Annual Yield % from dividends
0.01
Returns for 1 year
11.03
Returns for 3 years
41.97
Returns for 5 years
75.00
Returns for 10 years
94.78
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General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com