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Principal MidCap C (PMBCX)

31.56 -0.16 (-0.50%)
At close: 8:00 PM EDT
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  • Previous Close 31.72
  • YTD Return 10.66%
  • Expense Ratio 1.78%
  • Category Mid-Cap Growth
  • Last Cap Gain 45.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 24.43B
  • Beta (5Y Monthly) 1.12
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 10.10%
  • Last Dividend 0.09
  • Inception Date Jan 16, 2007

Under normal circumstances, the fund 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 purchase. For this fund, companies with medium market capitalizations are those with market capitalizations within the range of companies comprising the Russell MidCap® Index. The fund also invests in foreign securities.

Principal Funds

Fund Family

Mid-Cap Growth

Fund Category

24.43B

Net Assets

2007-01-16

Inception Date

More about Principal MidCap C

Performance Overview: PMBCX

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Trailing returns as of 4/18/2024. Category is Mid-Cap Growth.

YTD Return

PMBCX
10.66%
Category
10.80%
 

1-Year Return

PMBCX
30.87%
Category
48.17%
 

3-Year Return

PMBCX
7.96%
Category
21.26%
 

5-Year Return

PMBCX
12.59%
Category
20.18%
 

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Holdings: PMBCX

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Top 10 Holdings (44.96% of Total Assets)

SymbolCompany% Assets
TDG
TransDigm Group Incorporated 5.57%
CPRT
Copart, Inc. 5.42%
BN.TO
Brookfield Corporation 4.81%
ORLY
O'Reilly Automotive, Inc. 4.66%
KKR
KKR & Co. Inc. 4.61%
HLT
Hilton Worldwide Holdings Inc. 4.35%
HEI-A
HEICO Corporation 4.34%
CSGP
CoStar Group, Inc. 4.29%
VMC
Vulcan Materials Company 3.58%
BRO
Brown & Brown, Inc. 3.33%

Sector Weightings

SectorPMBCX
Financial Services   23.25%
Consumer Cyclical   18.70%
Industrials   17.82%
Technology   15.56%
Real Estate   8.30%
Basic Materials   6.31%
Communication Services   3.43%
Utilities   3.18%
Healthcare   3.07%
Consumer Defensive   0.39%
Energy   0.00%
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Recent News: PMBCX

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