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Principal MidCap R5 (PMBPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.54+0.46 (+1.12%)
At close: 08:00PM EDT

Principal MidCap R5

Des Moines, IA 50392

711 High Street

Principal Financial Group

(800) 986-3343
Management information
,Lead manager since 28 February 2013
Tom is the head of research for Aligned Investors, an investment boutique within Principal Global Investors. He is responsible for coordinating the research effort at Aligned Investors and also serves as portfolio manager for its MidCap and Blue Chip strategies. Tom joined the firm in 2001. He received a bachelor’s degree in finance from Drake University. Tom is a CFA charterholder and a member of the CFA Institute.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Growth
Fund familyPrincipal Funds
Net assets24.21B
YTD return7.89%
Morningstar rating★★★★★
Inception date28 Feb 2001

Fund operations

Last dividend0.11
Last cap gain45.00
Holdings turnover10.10%
Average for categoryN/A

Fees and expenses

ExpensePMBPXCategory average
Annual report expense ratio (net)0.84%1.09%
Prospectus net expense ratio0.84%N/A
Prospectus gross expense ratio0.84%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A