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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
0.84
Min. Initial Investment
N/A
Fund Existence
over 24 years
Turnover
10.50
Front Load
N/A
Net Assets
29756461000.00
Manager Tenure
N/A

Fundamentals

PMBPX
Net Assets
29.8B
Fund Existence
over 24 years
Turnover
10.50
Total Expense Ratio
0.84
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
0.84
Assets in Top Ten Holdings
10.5B
Average Credit Quality
N/A
Average Effective Duration
0.15
Average Effective Maturity
0.15
Fund of Funds
No
Fund Share Class Net Assets
326M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.58
Modified Duration
0.15
No Load Fund
Yes
Number of Long Holdings
77.00
Number of Net Holdings
77.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
42.84%
Gain YTD
1.035
Annual Yield % from dividends
0.01
Returns for 1 year
7.50
Returns for 3 years
19.59
Returns for 5 years
103.21
Returns for 10 years
89.27
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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