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    Principal MidCap J (PMBJX)

    20.97 Down 0.15(0.71%) Dec 16
    Prev Close:20.97
    YTD Return*:12.17%
    Net Assets*:9.20B
    Yield*:N/A

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for PMBJX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    BAM.TO4.0630.96
    ORLY3.2342.93
    MKL2.8717.12
    VRX.TO2.3324.69
    TJX2.303.42

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:9.2B
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):0.98%

    Performance & Risk

    YTD Return:12.17%
    5y Avg Return:19.21%
    Rank in Category (ytd):8
    % Rank in Category (ytd):1.07%
    Beta (3y):0.98
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations at the time of each purchase. It invests in equity securities with value and/or growth characteristics and constructs an investment portfolio that has a "blend" of equity securities with these characteristics. Investing in value equity securities is an investment strategy that emphasizes buying equity securities that appear to be undervalued. View More
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